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EULAV Asset Management’s Principal Financial Group PFG Stock Holding History

EULAV Asset 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
2015
Q2 		– Sell
-15,000
Closed -$771K – 328
2015
Q1 		$771K Hold
15,000
– – 0.04% 296
2014
Q4 		$779K Hold
15,000
– – 0.04% 304
2014
Q3 		$787K Hold
15,000
– – 0.04% 308
2014
Q2 		$757K Buy
15,000
+5,000
+50% +$235K 0.04% 333
2014
Q1 		$460K Hold
10,000
– – 0.03% 365
2013
Q4 		$493K Hold
10,000
– – 0.03% 369
2013
Q3 		$428K Buy
+10,000
New +$417K 0.02% 384

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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return

EULAV Asset Management's PFG Position: Q2 2015 in Review

EULAV Asset Management sold out of Principal Financial Group (PFG) in Q2 2015, closing a stake of 15,000 shares — an estimated $771K sold.

EULAV Asset Management first reported a position in PFG in Q3 2013 and held it in 7 quarters. The position peaked at $787K in Q3 2014. 437 funds tracked by Wall St. Rank hold PFG as of Q2 2015.

  • EULAV Asset Management reported no remaining Principal Financial Group position as of Q2 2015 after selling out during the quarter.
  • EULAV Asset Management sold 15,000 Principal Financial Group shares in Q2 2015, an estimated $771K.
  • EULAV Asset Management first reported a position in Principal Financial Group in Q3 2013 and held it in 7 quarters.
  • EULAV Asset Management's Principal Financial Group position peaked at $787K in Q3 2014.
  • 437 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2015.

Based on EULAV Asset Management's 13F filing for Q2 2015, filed 17 Aug 2015.