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Wilbanks Smith & Thomas Asset Management’s Principal Financial Group PFG Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-200
Closed -$12K – 1040
2018
Q3 		$12K Buy
+200
New +$11.1K ﹤0.01% 998

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PFG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Principal Financial Group (PFG) in Q4 2018, closing a stake of 200 shares — an estimated $12K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PFG in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 572 funds tracked by Wall St. Rank hold PFG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Principal Financial Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 200 Principal Financial Group shares in Q4 2018, an estimated $12K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Principal Financial Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Principal Financial Group position peaked at $12K in Q3 2018.
  • 572 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.