WA
PFG icon

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 $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM