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WA
WealthTrust-Arizona’s
Principal Financial Group
PFG
Stock Holding History
WealthTrust-Arizona’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
Q4
$6K
Sell
142
-133
-48%
-$6.55K
﹤0.01%
456
2018
Q3
$16K
Buy
275
+18
+7%
+$1K
0.01%
332
2018
Q2
$14K
Sell
257
-16
-6%
-$930
0.01%
337
2018
Q1
$17K
Hold
273
–
–
0.01%
314
2017
Q4
$19K
Buy
273
+131
+92%
+$9.03K
0.01%
297
2017
Q3
$9K
Hold
142
–
–
﹤0.01%
421
2017
Q2
$9K
Hold
142
–
–
﹤0.01%
408
2017
Q1
$9K
Hold
142
–
–
﹤0.01%
405
2016
Q4
$8K
Hold
142
–
–
﹤0.01%
419
2016
Q3
$7K
Hold
142
–
–
﹤0.01%
431
2016
Q2
$6K
Hold
142
–
–
﹤0.01%
440
2016
Q1
$6K
Hold
142
–
–
﹤0.01%
436
2015
Q4
$6K
Hold
142
–
–
﹤0.01%
468
2015
Q3
$7K
Hold
142
–
–
﹤0.01%
431
2015
Q2
$7K
Hold
142
–
–
﹤0.01%
455
2015
Q1
$7K
Buy
+142
New
+$7.14K
﹤0.01%
469
2014
Q3
–
Sell
-12
Closed
-$1K
–
655
2014
Q2
$1K
Sell
12
-78
-87%
-$3.67K
﹤0.01%
606
2014
Q1
$4K
Sell
90
-10
-10%
-$458
﹤0.01%
523
2013
Q4
$5K
Hold
100
–
–
0.01%
494
2013
Q3
$4K
Hold
100
–
–
0.01%
477
2013
Q2
$4K
Buy
+100
New
+$3.66K
0.01%
460
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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