Principal Financial shares owned by Creative Planning
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2012-12-31 | $149k | 5.2k | 28.58 |
| 2012-09-30 | $190k | 7.0k | 27.00 |
| 2012-06-30 | $157k | 6.0k | 26.25 |
| 2011-12-31 | $131k | 5.3k | 24.64 |