Whitnell & Co’s Principal Financial Group PFG Stock Holding History

Whitnell & Co’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	–	Sell	-1,182	Closed	-$75K	–	251
2017 Q1	$75K	Hold	1,182	–	–	0.03%	161
2016 Q4	$68K	Hold	1,182	–	–	0.03%	169
2016 Q3	$61K	Hold	1,182	–	–	0.02%	173
2016 Q2	$49K	Buy	+1,182	New	+$49.9K	0.02%	193

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

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

Norges Bank Oslo, Norway $1T AUM

Whitnell & Co's PFG Position: Q2 2017 in Review

Whitnell & Co sold out of Principal Financial Group (PFG) in Q2 2017, closing a stake of 1,182 shares — an estimated $75K sold.

Whitnell & Co first reported a position in PFG in Q2 2016 and held it in 4 quarters. The position peaked at $75K in Q1 2017. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

Whitnell & Co reported no remaining Principal Financial Group position as of Q2 2017 after selling out during the quarter.
Whitnell & Co sold 1,182 Principal Financial Group shares in Q2 2017, an estimated $75K.
Whitnell & Co first reported a position in Principal Financial Group in Q2 2016 and held it in 4 quarters.
Whitnell & Co's Principal Financial Group position peaked at $75K in Q1 2017.
566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Whitnell & Co's 13F filing for Q2 2017, filed 28 Jul 2017.