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

Calvert 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
2017 Q1	–	Sell	-182,573	Closed	-$10.6M	–	443
2016 Q4	$10.6M	Sell	182,573 -41,516	-19%	-$2.33M	0.4%	68
2016 Q3	$11.5M	Sell	224,089 -12,433	-5%	-$581K	0.42%	64
2016 Q2	$9.72M	Buy	236,522 +213,284	+918%	+$9M	0.39%	78
2016 Q1	$917K	Buy	23,238 +4,366	+23%	+$168K	0.04%	332
2015 Q4	$849K	Buy	18,872 +6,069	+47%	+$296K	0.04%	324
2015 Q3	$606K	Buy	12,803 +1,427	+13%	+$73.9K	0.03%	318
2015 Q2	$583K	Sell	11,376 -627	-5%	-$32.5K	0.03%	336
2015 Q1	$617K	Buy	12,003 +1,177	+11%	+$59.1K	0.04%	302
2014 Q4	$562K	Buy	10,826 +794	+8%	+$41.2K	0.04%	313
2014 Q3	$526K	Buy	+10,032	New	+$525K	0.04%	304

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Calvert Investment Management's PFG Position: Q1 2017 in Review

Calvert Investment Management sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 182,573 shares — an estimated $10.6M sold.

Calvert Investment Management first reported a position in PFG in Q3 2014 and held it in 10 quarters. The position peaked at $11.5M in Q3 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

Calvert Investment Management reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 182,573 Principal Financial Group shares in Q1 2017, an estimated $10.6M.
Calvert Investment Management first reported a position in Principal Financial Group in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's Principal Financial Group position peaked at $11.5M in Q3 2016.
534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.