BlackRock Institutional Trust’s Principal Financial Group PFG Stock Holding History

BlackRock Institutional 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 Q4	$446M	Sell	7,708,632 -22,846	-0.3%	-$1.28M	0.07%	293
2016 Q3	$398M	Buy	7,731,478 +354,687	+5%	+$16.6M	0.06%	311
2016 Q2	$303M	Buy	7,376,791 +8,378	+0.1%	+$354K	0.05%	375
2016 Q1	$291M	Buy	7,368,413 +227,460	+3%	+$8.75M	0.05%	384
2015 Q4	$321M	Sell	7,140,953 -85,635	-1%	-$4.18M	0.05%	358
2015 Q3	$342M	Buy	7,226,588 +26,419	+0.4%	+$1.37M	0.06%	313
2015 Q2	$369M	Sell	7,200,169 -168,575	-2%	-$8.75M	0.06%	316
2015 Q1	$379M	Buy	7,368,744 +111,355	+2%	+$5.6M	0.06%	324
2014 Q4	$377M	Sell	7,257,389 -7,731	-0.1%	-$401K	0.06%	322
2014 Q3	$381M	Sell	7,265,120 -5,643	-0.1%	-$295K	0.06%	300
2014 Q2	$367M	Buy	7,270,763 +24,731	+0.3%	+$1.16M	0.06%	324
2014 Q1	$333M	Buy	7,246,032 +55,949	+0.8%	+$2.56M	0.06%	335
2013 Q4	$355M	Sell	7,190,083 -16,180	-0.2%	-$768K	0.06%	302
2013 Q3	$309M	Sell	7,206,263 -198,829	-3%	-$8.29M	0.06%	322
2013 Q2	$277M	Buy	+7,405,092	New	+$271M	0.06%	341

Other funds holding PFG

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

NLI

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock Institutional Trust's PFG Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its Principal Financial Group (PFG) stake by 0.3% in Q4 2016, selling an estimated $1.28M and leaving 7,708,632 shares worth $446M. The position accounts for 0.07% of the portfolio, ranked #293.

BlackRock Institutional Trust first reported a position in PFG in Q2 2013 and has held it in 15 quarters since. 539 funds tracked by Wall St. Rank hold PFG as of Q4 2016.

BlackRock Institutional Trust held 7,708,632 shares of Principal Financial Group worth $446M as of Q4 2016.
BlackRock Institutional Trust sold 22,846 Principal Financial Group shares in Q4 2016, an estimated $1.28M.
Principal Financial Group made up 0.07% of BlackRock Institutional Trust's portfolio in Q4 2016, its #293 holding.
BlackRock Institutional Trust first reported a position in Principal Financial Group in Q2 2013 and has held it in 15 quarters since.
539 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.