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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
2014
Q2 		– Sell
-10
Closed -$2K – 2492
2014
Q1 		$2K Buy
+10
New +$458 ﹤0.01% 2152

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