Ada Investment Management’s Principal Financial Group PFG Stock Holding History

Ada Investment 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
2015 Q4	$209K	Buy	+4,648	New	+$227K	0.14%	321

Other funds holding PFG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ada Investment Management's PFG Position: Q4 2015 in Review

Ada Investment Management opened a new position in Principal Financial Group (PFG) in Q4 2015: 4,648 shares worth $209K. The stake represents 0.14% of the portfolio and ranks #321 among its holdings.

461 funds tracked by Wall St. Rank hold PFG as of Q4 2015.

Ada Investment Management held 4,648 shares of Principal Financial Group worth $209K as of Q4 2015.
Principal Financial Group was a new Ada Investment Management position in Q4 2015.
Principal Financial Group made up 0.14% of Ada Investment Management's portfolio in Q4 2015, its #321 holding.
461 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.