WealthStone’s Principal Financial Group PFG Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-10	Closed	-$579	–	452
2019 Q2	$579	Buy	+10	New	+$551	﹤0.01%	822

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthStone's PFG Position: Q3 2019 in Review

WealthStone sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 10 shares — an estimated $579 sold.

WealthStone first reported a position in PFG in Q2 2019 and held it in 1 quarter. The position peaked at $579 in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

WealthStone reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
WealthStone sold 10 Principal Financial Group shares in Q3 2019, an estimated $579.
WealthStone first reported a position in Principal Financial Group in Q2 2019 and held it in 1 quarter.
WealthStone's Principal Financial Group position peaked at $579 in Q2 2019.
615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.