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Wealthfront’s Principal Financial Group PFG Stock Holding History

Wealthfront’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
2018
Q3 		$1.17M Buy
19,907
+7,731
+63% +$431K 0.01% 226
2018
Q2 		$645K Buy
12,176
+5,966
+96% +$347K 0.01% 329
2018
Q1 		$378K Sell
6,210
-3,768
-38% -$248K ﹤0.01% 406
2017
Q4 		$704K Buy
9,978
+3,630
+57% +$250K 0.01% 285
2017
Q3 		$408K Sell
6,348
-1,571
-20% -$101K 0.01% 368
2017
Q2 		$507K Buy
7,919
+821
+12% +$52.1K 0.01% 266
2017
Q1 		$448K Buy
7,098
+886
+14% +$54K 0.01% 243
2016
Q4 		$359K Buy
6,212
+653
+12% +$36.6K 0.01% 264
2016
Q3 		$286K Buy
5,559
+680
+14% +$31.8K 0.01% 282
2016
Q2 		$201K Buy
+4,879
New +$206K 0.01% 339
2015
Q4 		– Sell
-3,953
Closed -$187K – 835
2015
Q3 		$187K Sell
3,953
-1,259
-24% -$65.2K 0.01% 288
2015
Q2 		$267K Buy
5,212
+93
+2% +$4.83K 0.01% 209
2015
Q1 		$263K Buy
5,119
+388
+8% +$19.5K 0.01% 188
2014
Q4 		$246K Buy
4,731
+1,212
+34% +$62.8K 0.01% 165
2014
Q3 		$185K Buy
3,519
+807
+30% +$42.2K 0.01% 168
2014
Q2 		$140K Buy
2,712
+1,248
+85% +$58.8K 0.01% 156
2014
Q1 		$69K Buy
+1,464
New +$67K 0.01% 202

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthfront's PFG Position: Q3 2018 in Review

Wealthfront increased its Principal Financial Group (PFG) stake by 63% in Q3 2018, buying an estimated $431K and bringing the position to 19,907 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #226.

Wealthfront first reported a position in PFG in Q1 2014 and has held it in 17 quarters since. 589 funds tracked by Wall St. Rank hold PFG as of Q3 2018.

  • Wealthfront held 19,907 shares of Principal Financial Group worth $1.17M as of Q3 2018.
  • Wealthfront bought 7,731 Principal Financial Group shares in Q3 2018, an estimated $431K.
  • Principal Financial Group made up 0.01% of Wealthfront's portfolio in Q3 2018, its #226 holding.
  • Wealthfront first reported a position in Principal Financial Group in Q1 2014 and has held it in 17 quarters since.
  • 589 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.