Whitener Capital Management’s Principal Financial Group PFG Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-253	Closed	-$14K	–	341
2019 Q3	$14K	Hold	253	–	–	0.01%	330
2019 Q2	$14K	Hold	253	–	–	0.01%	312
2019 Q1	$12K	Hold	253	–	–	0.01%	321
2018 Q4	$11K	Hold	253	–	–	0.01%	311
2018 Q3	$14K	Buy	+253	New	+$14.1K	0.01%	303
2018 Q2	–	Sell	-253	Closed	-$15K	–	316
2018 Q1	$15K	Hold	253	–	–	0.01%	303
2017 Q4	$17K	Buy	+253	New	+$17.4K	0.01%	275

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 $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whitener Capital Management's PFG Position: Q4 2019 in Review

Whitener Capital Management sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 253 shares — an estimated $14K sold.

Whitener Capital Management first reported a position in PFG in Q4 2017 and held it in 7 quarters. The position peaked at $17K in Q4 2017. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

Whitener Capital Management reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 253 Principal Financial Group shares in Q4 2019, an estimated $14K.
Whitener Capital Management first reported a position in Principal Financial Group in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Principal Financial Group position peaked at $17K in Q4 2017.
613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.