Edgemoor Investment Advisors’s Principal Financial Group PFG Stock Holding History

Edgemoor Investment Advisors’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 Q2	–	Sell	-87,196	Closed	-$4.48M	–	141
2015 Q1	$4.48M	Sell	87,196 -23	-0%	-$1.16K	0.63%	53
2014 Q4	$4.55M	Sell	87,219 -8	-0%	-$415	0.67%	53
2014 Q3	$4.59M	Sell	87,227 -1,348	-2%	-$70.5K	0.67%	56
2014 Q2	$4.47M	Buy	+88,575	New	+$4.17M	0.66%	54

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edgemoor Investment Advisors's PFG Position: Q2 2015 in Review

Edgemoor Investment Advisors sold out of Principal Financial Group (PFG) in Q2 2015, closing a stake of 87,196 shares — an estimated $4.48M sold.

Edgemoor Investment Advisors first reported a position in PFG in Q2 2014 and held it in 4 quarters. The position peaked at $4.59M in Q3 2014. 436 funds tracked by Wall St. Rank hold PFG as of Q2 2015.

Edgemoor Investment Advisors reported no remaining Principal Financial Group position as of Q2 2015 after selling out during the quarter.
Edgemoor Investment Advisors sold 87,196 Principal Financial Group shares in Q2 2015, an estimated $4.48M.
Edgemoor Investment Advisors first reported a position in Principal Financial Group in Q2 2014 and held it in 4 quarters.
Edgemoor Investment Advisors's Principal Financial Group position peaked at $4.59M in Q3 2014.
436 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2015.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2015, filed 31 Jul 2015.