EPM
PFG icon

Equitec Proprietary Markets’s Principal Financial Group PFG Stock Holding History

Equitec Proprietary Markets’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
Q1 		– Sell
-2,466
Closed -$128K – 439
2014
Q4 		$128K Buy
+2,466
New +$128K 0.01% 406

Other funds holding PFG

Vanguard Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Equitec Proprietary Markets's PFG Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of Principal Financial Group (PFG) in Q1 2015, closing a stake of 2,466 shares — an estimated $128K sold.

Equitec Proprietary Markets first reported a position in PFG in Q4 2014 and held it in 1 quarter. The position peaked at $128K in Q4 2014. 414 funds tracked by Wall St. Rank hold PFG as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining Principal Financial Group position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 2,466 Principal Financial Group shares in Q1 2015, an estimated $128K.
  • Equitec Proprietary Markets first reported a position in Principal Financial Group in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's Principal Financial Group position peaked at $128K in Q4 2014.
  • 414 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.