BKBG
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BHF Kleinwort Benson Group’s Principal Financial Group PFG Stock Holding History

BHF Kleinwort Benson Group’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
Q3 		– Sell
-4,800
Closed -$177K – 559
2014
Q2 		$177K Buy
+4,800
New +$226K 0.01% 392

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 $717B AUM 35.42% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BHF Kleinwort Benson Group's PFG Position: Q3 2014 in Review

BHF Kleinwort Benson Group sold out of Principal Financial Group (PFG) in Q3 2014, closing a stake of 4,800 shares — an estimated $177K sold.

BHF Kleinwort Benson Group first reported a position in PFG in Q2 2014 and held it in 1 quarter. The position peaked at $177K in Q2 2014. 419 funds tracked by Wall St. Rank hold PFG as of Q3 2014.

  • BHF Kleinwort Benson Group reported no remaining Principal Financial Group position as of Q3 2014 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 4,800 Principal Financial Group shares in Q3 2014, an estimated $177K.
  • BHF Kleinwort Benson Group first reported a position in Principal Financial Group in Q2 2014 and held it in 1 quarter.
  • BHF Kleinwort Benson Group's Principal Financial Group position peaked at $177K in Q2 2014.
  • 419 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q3 2014, filed 20 Feb 2015.