WIM
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Westside Investment Management’s Principal Financial Group PFG Stock Holding History

Westside Investment 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
2020
Q4 		– Sell
-700
Closed -$28 – 669
2020
Q3 		$28 Hold
700
– – ﹤0.01% 389
2020
Q2 		$29 Buy
700
+400
+133% +$14.6K ﹤0.01% 368
2020
Q1 		$9 Buy
+300
New +$14.2K ﹤0.01% 484
2019
Q2 		$17 Buy
+300
New +$16.5K ﹤0.01% 410
2018
Q4 		$13.3K Buy
+300
New +$14.8K ﹤0.01% 422

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Westside Investment Management's PFG Position: Q4 2020 in Review

Westside Investment Management sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 700 shares — an estimated $28 sold.

Westside Investment Management first reported a position in PFG in Q4 2018 and held it in 5 quarters. The position peaked at $13.3K in Q4 2018. 619 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Westside Investment Management reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Westside Investment Management sold 700 Principal Financial Group shares in Q4 2020, an estimated $28.
  • Westside Investment Management first reported a position in Principal Financial Group in Q4 2018 and held it in 5 quarters.
  • Westside Investment Management's Principal Financial Group position peaked at $13.3K in Q4 2018.
  • 619 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Westside Investment Management's 13F filing for Q4 2020, filed 15 Jan 2021.