361 Capital’s Principal Financial Group PFG Stock Holding History

361 Capital’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
2019 Q4	–	Sell	-29,366	Closed	-$1.68M	–	386
2019 Q3	$1.68M	Buy	29,366 +20,547	+233%	+$1.16M	0.31%	166
2019 Q2	$511K	Buy	+8,819	New	+$486K	0.09%	264
2018 Q1	–	Sell	-42,178	Closed	-$2.98M	–	325
2017 Q4	$2.98M	Sell	42,178 -40,112	-49%	-$2.76M	0.74%	13
2017 Q3	$5.29M	Sell	82,290 -94,398	-53%	-$6.07M	1.01%	2
2017 Q2	$11.3M	Buy	176,688 +27,251	+18%	+$1.73M	1.91%	2
2017 Q1	$9.43M	Buy	149,437 +17,095	+13%	+$1.04M	2.02%	1
2016 Q4	$7.66M	Buy	+132,342	New	+$7.42M	1.82%	5

Other funds holding PFG

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

BlackRock New York $5.72T 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

361 Capital's PFG Position: Q4 2019 in Review

361 Capital sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 29,366 shares — an estimated $1.68M sold.

361 Capital first reported a position in PFG in Q4 2016 and held it in 7 quarters. The position peaked at $11.3M in Q2 2017. 612 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

361 Capital reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
361 Capital sold 29,366 Principal Financial Group shares in Q4 2019, an estimated $1.68M.
361 Capital first reported a position in Principal Financial Group in Q4 2016 and held it in 7 quarters.
361 Capital's Principal Financial Group position peaked at $11.3M in Q2 2017.
612 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on 361 Capital's 13F filing for Q4 2019, filed 13 Feb 2020.