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

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 $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WealthTrust-Arizona's PFG Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Principal Financial Group (PFG) stake by 48% in Q4 2018, selling an estimated $6.55K and leaving 142 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

WealthTrust-Arizona first reported a position in PFG in Q2 2013 and has held it in 21 quarters since. The position peaked at $19K in Q4 2017. 573 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

WealthTrust-Arizona held 142 shares of Principal Financial Group worth $6K as of Q4 2018.
WealthTrust-Arizona sold 133 Principal Financial Group shares in Q4 2018, an estimated $6.55K.
Principal Financial Group made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #456 holding.
WealthTrust-Arizona first reported a position in Principal Financial Group in Q2 2013 and has held it in 21 quarters since.
WealthTrust-Arizona's Principal Financial Group position peaked at $19K in Q4 2017.
573 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.