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Crow Point Partners’s Principal Financial Group PFG Stock Holding History

Crow Point 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
2015
Q3 		$3.55M Hold
35,600
– – 0.52% 52
2015
Q2 		$3.55M Buy
+35,600
New +$1.85M 0.52% 52

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crow Point Partners's PFG Position: Q3 2015 in Review

Crow Point Partners held its Principal Financial Group (PFG) position steady in Q3 2015 at 35,600 shares worth $3.55M. The position accounts for 0.52% of the portfolio, ranked #52.

Crow Point Partners first reported a position in PFG in Q2 2015 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold PFG as of Q3 2015.

  • Crow Point Partners held 35,600 shares of Principal Financial Group worth $3.55M as of Q3 2015.
  • Crow Point Partners left its Principal Financial Group share count unchanged in Q3 2015.
  • Principal Financial Group made up 0.52% of Crow Point Partners's portfolio in Q3 2015, its #52 holding.
  • Crow Point Partners first reported a position in Principal Financial Group in Q2 2015 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2015.

Based on Crow Point Partners's 13F filing for Q3 2015, filed 17 Dec 2015.