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Emerald Acquisition’s Principal Financial Group PFG Stock Holding History

Emerald Acquisition’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
2016
Q3 		$17.9M Sell
347,807
-113,059
-25% -$5.29M 0.03% 579
2016
Q2 		$18.9M Buy
+460,866
New +$19.5M 0.03% 617

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 $535B AUM 26.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerald Acquisition's PFG Position: Q3 2016 in Review

Emerald Acquisition reduced its Principal Financial Group (PFG) stake by 25% in Q3 2016, selling an estimated $5.29M and leaving 347,807 shares worth $17.9M. The position accounts for 0.03% of the portfolio, ranked #579.

Emerald Acquisition first reported a position in PFG in Q2 2016 and has held it in 2 quarters since. The position peaked at $18.9M in Q2 2016. 475 funds tracked by Wall St. Rank hold PFG as of Q3 2016.

  • Emerald Acquisition held 347,807 shares of Principal Financial Group worth $17.9M as of Q3 2016.
  • Emerald Acquisition sold 113,059 Principal Financial Group shares in Q3 2016, an estimated $5.29M.
  • Principal Financial Group made up 0.03% of Emerald Acquisition's portfolio in Q3 2016, its #579 holding.
  • Emerald Acquisition first reported a position in Principal Financial Group in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Principal Financial Group position peaked at $18.9M in Q2 2016.
  • 475 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.