Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
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Equity Analyst Profiles
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WSR Indexes
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Stock index based on fund manager consensus updated each quarter
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WGCA
Wolf Group Capital Advisors’s
Principal Financial Group
PFG
Stock Holding History
Wolf Group Capital Advisors’s Portfolio
PFG Stock Details
PFG Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
2018
Q1
$1.55M
Buy
2017
Q4
$1.55M
Buy
2017
Q3
$1.43M
Sell
2017
Q2
$1.69M
Sell
2017
Q1
$1.98M
Buy
2016
Q4
$1.73M
Buy
2016
Q3
$1.09M
Buy
2016
Q2
$312K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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