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Ardsley Advisory Partners’s Principal Financial Group PFG Stock Holding History

Ardsley Advisory Partners’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
-20,000
Closed -$920K – 276
2014
Q1 		$920K Buy
+20,000
New +$915K 0.14% 81

Other funds holding PFG

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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

Ardsley Advisory Partners's PFG Position: Q2 2014 in Review

Ardsley Advisory Partners sold out of Principal Financial Group (PFG) in Q2 2014, closing a stake of 20,000 shares — an estimated $920K sold.

Ardsley Advisory Partners first reported a position in PFG in Q1 2014 and held it in 1 quarter. The position peaked at $920K in Q1 2014. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

  • Ardsley Advisory Partners reported no remaining Principal Financial Group position as of Q2 2014 after selling out during the quarter.
  • Ardsley Advisory Partners sold 20,000 Principal Financial Group shares in Q2 2014, an estimated $920K.
  • Ardsley Advisory Partners first reported a position in Principal Financial Group in Q1 2014 and held it in 1 quarter.
  • Ardsley Advisory Partners's Principal Financial Group position peaked at $920K in Q1 2014.
  • 399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

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