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WAM
Wolverine Asset Management’s
Principal Financial Group
PFG
Stock Holding History
Wolverine Asset Management’s Portfolio
PFG Stock Details
PFG Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-5,837
Closed
-$321K
–
1699
2019
Q4
$321K
Buy
+5,837
New
+$319K
0.01%
883
2019
Q1
–
Sell
-10,000
Closed
-$441K
–
1708
2018
Q4
$441K
Sell
10,000
-31,500
-76%
-$1.55M
0.01%
1060
2018
Q3
$2.43M
Buy
41,500
+1,500
+4%
+$83.6K
0.05%
507
2018
Q2
$2.12M
Buy
40,000
+25,000
+167%
+$1.45M
0.05%
506
2018
Q1
$913K
Buy
+15,000
New
+$987K
0.02%
802
2017
Q4
–
Sell
-10,000
Closed
-$643K
–
1623
2017
Q3
$643K
Buy
+10,000
New
+$643K
0.02%
777
2017
Q2
–
Sell
-10,000
Closed
-$631K
–
1492
2017
Q1
$631K
Buy
+10,000
New
+$610K
0.02%
644
2014
Q4
–
Sell
-1,800
Closed
-$94K
–
2592
2014
Q3
$94K
Buy
+1,800
New
+$94.2K
﹤0.01%
1327
2014
Q2
–
Sell
-900
Closed
-$42.4K
–
2629
2014
Q1
$41K
Buy
900
+800
+800%
+$36.6K
﹤0.01%
1412
2013
Q4
$4K
Buy
+100
New
+$4.75K
﹤0.01%
2407
Other funds holding PFG
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
MPI
Mairs & Power Inc
St Paul, Minnesota
$9.79B AUM
20.6%
1-Year Est. Return
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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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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