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Cornerstone Investment Partners’s Principal Financial Group PFG Stock Holding History

Cornerstone Investment Partners’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
Q3 		– Sell
-17,446
Closed -$1.12M – 90
2017
Q2 		$1.12M Sell
17,446
-276
-2% -$17.5K 0.05% 49
2017
Q1 		$1.12M Buy
+17,722
New +$1.08M 0.05% 48

Other funds holding PFG

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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cornerstone Investment Partners's PFG Position: Q3 2017 in Review

Cornerstone Investment Partners sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 17,446 shares — an estimated $1.12M sold.

Cornerstone Investment Partners first reported a position in PFG in Q1 2017 and held it in 2 quarters. The position peaked at $1.12M in Q2 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Cornerstone Investment Partners reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Investment Partners sold 17,446 Principal Financial Group shares in Q3 2017, an estimated $1.12M.
  • Cornerstone Investment Partners first reported a position in Principal Financial Group in Q1 2017 and held it in 2 quarters.
  • Cornerstone Investment Partners's Principal Financial Group position peaked at $1.12M in Q2 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Cornerstone Investment Partners's 13F filing for Q3 2017, filed 12 Oct 2017.