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Clinton Group’s Principal Financial Group PFG Stock Holding History

Clinton Group’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
-48,309
Closed -$3.41M – 459
2017
Q4 		$3.41M Buy
48,309
+28,444
+143% +$1.96M 0.3% 110
2017
Q3 		$1.28M Buy
+19,865
New +$1.28M 0.14% 181
2016
Q2 		– Sell
-140,161
Closed -$5.53M – 1009
2016
Q1 		$5.53M Buy
+140,161
New +$5.39M 0.33% 68
2015
Q2 		– Sell
-8,212
Closed -$422K – 677
2015
Q1 		$422K Sell
8,212
-3,647
-31% -$183K 0.11% 279
2014
Q4 		$616K Buy
11,859
+3,143
+36% +$163K 0.19% 189
2014
Q3 		$457K Buy
+8,716
New +$456K 0.18% 197
2014
Q1 		– Sell
-14,619
Closed -$721K – 418
2013
Q4 		$721K Buy
+14,619
New +$694K 0.24% 110

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 $3.37T AUM 44.26% 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

Clinton Group's PFG Position: Q1 2018 in Review

Clinton Group sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 48,309 shares — an estimated $3.41M sold.

Clinton Group first reported a position in PFG in Q4 2013 and held it in 7 quarters. The position peaked at $5.53M in Q1 2016. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • Clinton Group reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
  • Clinton Group sold 48,309 Principal Financial Group shares in Q1 2018, an estimated $3.41M.
  • Clinton Group first reported a position in Principal Financial Group in Q4 2013 and held it in 7 quarters.
  • Clinton Group's Principal Financial Group position peaked at $5.53M in Q1 2016.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Clinton Group's 13F filing for Q1 2018, filed 14 May 2018.