CPP
PFG.PRB

Crow Point Partners’s PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD PFG.PRB Stock Holding History

Crow Point Partners’s Portfolio PFG.PRB Stock Details PFG.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-50,000
Closed -$1.24M – 299
2014
Q2 		$1.24M Hold
50,000
– – 0.16% 96
2014
Q1 		$1.24M Buy
+50,000
New +$1.23M 0.16% 96

Other funds holding PFG.PRB

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crow Point Partners's PFG.PRB Position: Q3 2014 in Review

Crow Point Partners sold out of PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD (PFG.PRB) in Q3 2014, closing a stake of 50,000 shares — an estimated $1.24M sold.

Crow Point Partners first reported a position in PFG.PRB in Q1 2014 and held it in 2 quarters. The position peaked at $1.24M in Q2 2014. 2 funds tracked by Wall St. Rank hold PFG.PRB as of Q3 2014.

  • Crow Point Partners reported no remaining PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD position as of Q3 2014 after selling out during the quarter.
  • Crow Point Partners sold 50,000 PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD shares in Q3 2014, an estimated $1.24M.
  • Crow Point Partners first reported a position in PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD in Q1 2014 and held it in 2 quarters.
  • Crow Point Partners's PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD position peaked at $1.24M in Q2 2014.
  • 2 funds tracked by Wall St. Rank held PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD as of Q3 2014.

Based on Crow Point Partners's 13F filing for Q3 2014, filed 20 Nov 2014.