AT
PFG icon

Arden Trust’s Principal Financial Group PFG Stock Holding History

Arden Trust’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
2016
Q3 		– Sell
-6,196
Closed -$255K – 458
2016
Q2 		$255K Buy
6,196
+358
+6% +$15.1K 0.02% 516
2016
Q1 		$230K Buy
5,838
+394
+7% +$15.2K 0.02% 548
2015
Q4 		$245K Buy
+5,444
New +$266K 0.02% 528

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arden Trust's PFG Position: Q3 2016 in Review

Arden Trust sold out of Principal Financial Group (PFG) in Q3 2016, closing a stake of 6,196 shares — an estimated $255K sold.

Arden Trust first reported a position in PFG in Q4 2015 and held it in 3 quarters. The position peaked at $255K in Q2 2016. 477 funds tracked by Wall St. Rank hold PFG as of Q3 2016.

  • Arden Trust reported no remaining Principal Financial Group position as of Q3 2016 after selling out during the quarter.
  • Arden Trust sold 6,196 Principal Financial Group shares in Q3 2016, an estimated $255K.
  • Arden Trust first reported a position in Principal Financial Group in Q4 2015 and held it in 3 quarters.
  • Arden Trust's Principal Financial Group position peaked at $255K in Q2 2016.
  • 477 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2016.

Based on Arden Trust's 13F filing for Q3 2016, filed 14 Oct 2016.