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Watermark Asset Management’s Principal Financial Group PFG Stock Holding History

Watermark Asset Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$16K – 254
2017
Q2 		$16K Buy
+250
New +$15.9K 0.01% 150

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Watermark Asset Management's PFG Position: Q3 2017 in Review

Watermark Asset Management sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 250 shares — an estimated $16K sold.

Watermark Asset Management first reported a position in PFG in Q2 2017 and held it in 1 quarter. The position peaked at $16K in Q2 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Watermark Asset Management reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Watermark Asset Management sold 250 Principal Financial Group shares in Q3 2017, an estimated $16K.
  • Watermark Asset Management first reported a position in Principal Financial Group in Q2 2017 and held it in 1 quarter.
  • Watermark Asset Management's Principal Financial Group position peaked at $16K in Q2 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Watermark Asset Management's 13F filing for Q3 2017, filed 16 Oct 2017.