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WFG Advisors’s Principal Financial Group PFG Stock Holding History

WFG Advisors’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
2017
Q2 		$24K Buy
370
+104
+39% +$6.6K 0.01% 904
2017
Q1 		$17K Hold
266
– – ﹤0.01% 927
2016
Q4 		$15K Buy
266
+260
+4,333% +$14.6K ﹤0.01% 1006
2016
Q3 		$0 Hold
6
– – ﹤0.01% 1654
2016
Q2 		$0 Hold
6
– – ﹤0.01% 1654
2016
Q1 		$0 Buy
+6
New +$231 ﹤0.01% 1640
2014
Q1 		– Sell
-80
Closed -$4K – 2167
2013
Q4 		$4K Buy
+80
New +$3.8K ﹤0.01% 1810

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WFG Advisors's PFG Position: Q2 2017 in Review

WFG Advisors increased its Principal Financial Group (PFG) stake by 39% in Q2 2017, buying an estimated $6.6K and bringing the position to 370 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #904.

WFG Advisors first reported a position in PFG in Q4 2013 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

  • WFG Advisors held 370 shares of Principal Financial Group worth $24K as of Q2 2017.
  • WFG Advisors bought 104 Principal Financial Group shares in Q2 2017, an estimated $6.6K.
  • Principal Financial Group made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #904 holding.
  • WFG Advisors first reported a position in Principal Financial Group in Q4 2013 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.