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Endex Capital Management’s Principal Financial Group PFG Stock Holding History

Endex Capital Management’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
2013
Q4 		$134K Hold
2,712
– – 0.12% 197
2013
Q3 		$116K Hold
2,712
– – 0.12% 210
2013
Q2 		$102K Buy
+2,712
New +$99.2K 0.11% 216

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NLI
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Endex Capital Management's PFG Position: Q4 2013 in Review

Endex Capital Management held its Principal Financial Group (PFG) position steady in Q4 2013 at 2,712 shares worth $134K. The position accounts for 0.12% of the portfolio, ranked #197.

Endex Capital Management first reported a position in PFG in Q2 2013 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold PFG as of Q4 2013.

  • Endex Capital Management held 2,712 shares of Principal Financial Group worth $134K as of Q4 2013.
  • Endex Capital Management left its Principal Financial Group share count unchanged in Q4 2013.
  • Principal Financial Group made up 0.12% of Endex Capital Management's portfolio in Q4 2013, its #197 holding.
  • Endex Capital Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.