A. Montag and Associates »

Principal Financial shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Financial by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2011-12-31 $1.1M 44k 24.59
2011-09-30 $992k 44k 22.67
2011-06-30 $1.4M 45k 30.41
2011-03-31 $1.4M 45k 32.11