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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,837	Closed	-$321K	–	1635
2019 Q4	$321K	Buy	+5,837	New	+$319K	﹤0.01%	883
2019 Q1	–	Sell	-10,000	Closed	-$441K	–	1642
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	0.03%	507
2018 Q2	$2.12M	Buy	40,000 +25,000	+167%	+$1.45M	0.03%	506
2018 Q1	$913K	Buy	+15,000	New	+$987K	0.01%	802
2017 Q4	–	Sell	-10,000	Closed	-$643K	–	1560
2017 Q3	$643K	Buy	+10,000	New	+$643K	0.01%	777
2017 Q2	–	Sell	-10,000	Closed	-$631K	–	1410
2017 Q1	$631K	Buy	+10,000	New	+$610K	0.01%	644
2014 Q4	–	Sell	-1,800	Closed	-$94K	–	2438
2014 Q3	$94K	Buy	+1,800	New	+$94.2K	﹤0.01%	1327
2014 Q2	–	Sell	-900	Closed	-$42.4K	–	2493
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

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

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Wolverine Asset Management's PFG Position: Q1 2020 in Review

Wolverine Asset Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 5,837 shares — an estimated $321K sold.

Wolverine Asset Management first reported a position in PFG in Q4 2013 and held it in 10 quarters. The position peaked at $2.43M in Q3 2018. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

Wolverine Asset Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
Wolverine Asset Management sold 5,837 Principal Financial Group shares in Q1 2020, an estimated $321K.
Wolverine Asset Management first reported a position in Principal Financial Group in Q4 2013 and held it in 10 quarters.
Wolverine Asset Management's Principal Financial Group position peaked at $2.43M in Q3 2018.
565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Wolverine Asset Management's 13F filing for Q1 2020, filed 13 May 2020.