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ClariVest Asset Management’s Principal Financial Group PFG Stock Holding History

ClariVest Asset 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
2014
Q4 		– Sell
-1,819
Closed -$95K – 597
2014
Q3 		$95K Hold
1,819
– – ﹤0.01% 437
2014
Q2 		$92K Buy
+1,819
New +$85.6K ﹤0.01% 427

Other funds holding PFG

Vanguard Group
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClariVest Asset Management's PFG Position: Q4 2014 in Review

ClariVest Asset Management sold out of Principal Financial Group (PFG) in Q4 2014, closing a stake of 1,819 shares — an estimated $95K sold.

ClariVest Asset Management first reported a position in PFG in Q2 2014 and held it in 2 quarters. The position peaked at $95K in Q3 2014. 431 funds tracked by Wall St. Rank hold PFG as of Q4 2014.

  • ClariVest Asset Management reported no remaining Principal Financial Group position as of Q4 2014 after selling out during the quarter.
  • ClariVest Asset Management sold 1,819 Principal Financial Group shares in Q4 2014, an estimated $95K.
  • ClariVest Asset Management first reported a position in Principal Financial Group in Q2 2014 and held it in 2 quarters.
  • ClariVest Asset Management's Principal Financial Group position peaked at $95K in Q3 2014.
  • 431 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2014.

Based on ClariVest Asset Management's 13F filing for Q4 2014, filed 28 Jan 2015.