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

Windsor 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
2016
Q1 		– Sell
-9,544
Closed -$429K – 116
2015
Q4 		$429K Buy
9,544
+19
+0.2% +$927 0.27% 71
2015
Q3 		$450K Buy
9,525
+883
+10% +$45.8K 0.27% 68
2015
Q2 		$443K Buy
8,642
+963
+13% +$50K 0.26% 68
2015
Q1 		$395K Buy
+7,679
New +$386K 0.23% 72

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Windsor Capital Management's PFG Position: Q1 2016 in Review

Windsor Capital Management sold out of Principal Financial Group (PFG) in Q1 2016, closing a stake of 9,544 shares — an estimated $429K sold.

Windsor Capital Management first reported a position in PFG in Q1 2015 and held it in 4 quarters. The position peaked at $450K in Q3 2015. 457 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

  • Windsor Capital Management reported no remaining Principal Financial Group position as of Q1 2016 after selling out during the quarter.
  • Windsor Capital Management sold 9,544 Principal Financial Group shares in Q1 2016, an estimated $429K.
  • Windsor Capital Management first reported a position in Principal Financial Group in Q1 2015 and held it in 4 quarters.
  • Windsor Capital Management's Principal Financial Group position peaked at $450K in Q3 2015.
  • 457 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Windsor Capital Management's 13F filing for Q1 2016, filed 11 May 2016.