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BRC Investment Management’s Principal Financial Group PFG Stock Holding History

BRC Investment Management’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 		$7.42M Buy
+143,950
New +$6.73M 1.25% 16
2014
Q4 		– Sell
-353,701
Closed -$18.6M – 138
2014
Q3 		$18.6M Buy
+353,701
New +$18.5M 2.82% 12

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 $535B AUM 26.23% 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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BRC Investment Management's PFG Position: Q3 2016 in Review

BRC Investment Management opened a new position in Principal Financial Group (PFG) in Q3 2016: 143,950 shares worth $7.42M. The stake represents 1.25% of the portfolio and ranks #16 among its holdings. This is a return to the name: BRC Investment Management previously reported a position in PFG as recently as Q3 2014.

BRC Investment Management first reported a position in PFG in Q3 2014 and has held it in 2 quarters since. The position peaked at $18.6M in Q3 2014. 475 funds tracked by Wall St. Rank hold PFG as of Q3 2016.

  • BRC Investment Management held 143,950 shares of Principal Financial Group worth $7.42M as of Q3 2016.
  • Principal Financial Group was a new BRC Investment Management position in Q3 2016.
  • Principal Financial Group made up 1.25% of BRC Investment Management's portfolio in Q3 2016, its #16 holding.
  • BRC Investment Management first reported a position in Principal Financial Group in Q3 2014 and has held it in 2 quarters since.
  • BRC Investment Management's Principal Financial Group position peaked at $18.6M in Q3 2014.
  • 475 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.