Calamos Advisors
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Calamos Advisors’s Principal Financial Group PFG Stock Holding History

Calamos Advisors’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
2018
Q1 		– Sell
-3,725
Closed -$263K – 625
2017
Q4 		$263K Sell
3,725
-130
-3% -$8.96K ﹤0.01% 574
2017
Q3 		$248K Sell
3,855
-1,675
-30% -$108K ﹤0.01% 577
2017
Q2 		$354K Hold
5,530
– – ﹤0.01% 571
2017
Q1 		$349K Sell
5,530
-860
-13% -$52.5K ﹤0.01% 571
2016
Q4 		$370K Hold
6,390
– – ﹤0.01% 582
2016
Q3 		$329K Hold
6,390
– – ﹤0.01% 566
2016
Q2 		$263K Sell
6,390
-48,559
-88% -$2.05M ﹤0.01% 578
2016
Q1 		$2.17M Buy
54,949
+3,031
+6% +$117K 0.01% 441
2015
Q4 		$2.33M Hold
51,918
– – 0.01% 441
2015
Q3 		$2.46M Buy
51,918
+17
+0% +$881 0.02% 437
2015
Q2 		$2.66M Sell
51,901
-2,566
-5% -$133K 0.02% 441
2015
Q1 		$2.8M Buy
54,467
+6,418
+13% +$323K 0.02% 451
2014
Q4 		$2.5M Buy
48,049
+249
+0.5% +$12.9K 0.02% 447
2014
Q3 		$2.51M Hold
47,800
– – 0.02% 422
2014
Q2 		$2.41M Hold
47,800
– – 0.02% 431
2014
Q1 		$2.2M Hold
47,800
– – 0.01% 433
2013
Q4 		$2.36M Hold
47,800
– – 0.02% 421
2013
Q3 		$2.05M Hold
47,800
– – 0.01% 410
2013
Q2 		$1.79M Buy
+47,800
New +$1.75M 0.01% 407

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Calamos Advisors's PFG Position: Q1 2018 in Review

Calamos Advisors sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 3,725 shares — an estimated $263K sold.

Calamos Advisors first reported a position in PFG in Q2 2013 and held it in 19 quarters. The position peaked at $2.8M in Q1 2015. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Calamos Advisors reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • Calamos Advisors sold 3,725 Principal Financial Group shares in Q1 2018, an estimated $263K.
  • Calamos Advisors first reported a position in Principal Financial Group in Q2 2013 and held it in 19 quarters.
  • Calamos Advisors's Principal Financial Group position peaked at $2.8M in Q1 2015.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Calamos Advisors's 13F filing for Q1 2018, filed 13 Apr 2018.