Edge Asset Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$249M Hold
8,800,000
1.88% 4
2016
Q4
$243M Buy
8,800,000
+7,000,000
+389% +$188M 1.88% 4
2016
Q3
$45.2M Buy
+1,800,000
New +$45.2M 0.38% 86

Edge Asset Management's PSC Position: Q1 2017 in Review

Edge Asset Management held its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) position steady in Q1 2017 at 8,800,000 shares worth $249M. The position accounts for 1.88% of the portfolio, ranked #4.

Edge Asset Management first reported a position in PSC in Q3 2016 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds PSC as of Q1 2017.

  • Edge Asset Management held 8,800,000 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $249M as of Q1 2017.
  • Edge Asset Management left its Principal Exchange-Traded Funds Principal US Small-Cap ETF share count unchanged in Q1 2017.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 1.88% of Edge Asset Management's portfolio in Q1 2017, its #4 holding.
  • Edge Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2016 and has held it in 3 quarters since.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.