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Winfield Associates’s Principal Financial Group PFG Stock Holding History

Winfield Associates’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
Q1 		– Sell
-211
Closed -$15K – 497
2017
Q4 		$15K Hold
211
– – 0.01% 365
2017
Q3 		$14K Buy
211
+35
+20% +$2.25K 0.01% 360
2017
Q2 		$11K Buy
176
+36
+26% +$2.28K 0.01% 400
2017
Q1 		$9K Buy
+140
New +$8.54K 0.01% 404

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winfield Associates's PFG Position: Q1 2018 in Review

Winfield Associates sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 211 shares — an estimated $15K sold.

Winfield Associates first reported a position in PFG in Q1 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Winfield Associates reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 211 Principal Financial Group shares in Q1 2018, an estimated $15K.
  • Winfield Associates first reported a position in Principal Financial Group in Q1 2017 and held it in 4 quarters.
  • Winfield Associates's Principal Financial Group position peaked at $15K in Q4 2017.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.