Wolf Group Capital Advisors’s Principal Financial Group PFG Stock Holding History

Wolf Group Capital Advisors’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 Q2	–	Sell	-25,434	Closed	-$1.55M	–	102
2018 Q1	$1.55M	Buy	25,434 +3,484	+16%	+$229K	1.03%	43
2017 Q4	$1.55M	Buy	21,950 +673	+3%	+$46.4K	0.96%	44
2017 Q3	$1.43M	Sell	21,277 -5,095	-19%	-$328K	0.99%	44
2017 Q2	$1.69M	Sell	26,372 -4,915	-16%	-$312K	1.3%	34
2017 Q1	$1.98M	Buy	31,287 +1,317	+4%	+$80.3K	1.3%	32
2016 Q4	$1.73M	Buy	29,970 +8,783	+41%	+$492K	1.17%	35
2016 Q3	$1.09M	Buy	21,187 +13,605	+179%	+$636K	0.76%	52
2016 Q2	$312K	Buy	+7,582	New	+$320K	0.23%	81

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wolf Group Capital Advisors's PFG Position: Q2 2018 in Review

Wolf Group Capital Advisors sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 25,434 shares — an estimated $1.55M sold.

Wolf Group Capital Advisors first reported a position in PFG in Q2 2016 and held it in 8 quarters. The position peaked at $1.98M in Q1 2017. 597 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

Wolf Group Capital Advisors reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 25,434 Principal Financial Group shares in Q2 2018, an estimated $1.55M.
Wolf Group Capital Advisors first reported a position in Principal Financial Group in Q2 2016 and held it in 8 quarters.
Wolf Group Capital Advisors's Principal Financial Group position peaked at $1.98M in Q1 2017.
597 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.