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Advisory Research’s Principal Financial Group PFG Stock Holding History

Advisory Research’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
-1,616
Closed -$74K – 585
2014
Q1 		$74K Buy
+1,616
New +$74K ﹤0.01% 379

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research's PFG Position: Q2 2014 in Review

Advisory Research sold out of Principal Financial Group (PFG) in Q2 2014, closing a stake of 1,616 shares — an estimated $74K sold.

Advisory Research first reported a position in PFG in Q1 2014 and held it in 1 quarter. The position peaked at $74K in Q1 2014. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

  • Advisory Research reported no remaining Principal Financial Group position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 1,616 Principal Financial Group shares in Q2 2014, an estimated $74K.
  • Advisory Research first reported a position in Principal Financial Group in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Principal Financial Group position peaked at $74K in Q1 2014.
  • 399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.