EIM
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ExxonMobil Investment Management’s Principal Financial Group PFG Stock Holding History

ExxonMobil Investment 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
2018
Q1 		$2.51M Sell
41,239
-1,460
-3% -$96.1K 0.07% 293
2017
Q4 		$3.01M Sell
42,699
-6,376
-13% -$439K 0.08% 272
2017
Q3 		$3.16M Sell
49,075
-2,389
-5% -$154K 0.08% 276
2017
Q2 		$3.3M Sell
51,464
-7,906
-13% -$502K 0.08% 276
2017
Q1 		$3.75M Sell
59,370
-2,557
-4% -$156K 0.08% 278
2016
Q4 		$3.58M Sell
61,927
-6,365
-9% -$357K 0.08% 281
2016
Q3 		$3.52M Sell
68,292
-1,485
-2% -$69.4K 0.07% 303
2016
Q2 		$2.87M Buy
69,777
+3,743
+6% +$158K 0.06% 350
2016
Q1 		$2.6M Buy
66,034
+5,009
+8% +$193K 0.06% 354
2015
Q4 		$2.75M Sell
61,025
-1,900
-3% -$92.7K 0.07% 315
2015
Q3 		$2.98M Buy
62,925
+2,086
+3% +$108K 0.08% 298
2015
Q2 		$3.12M Sell
60,839
-4,939
-8% -$256K 0.08% 295
2015
Q1 		$3.38M Buy
65,778
+1,390
+2% +$69.8K 0.08% 304
2014
Q4 		$3.34M Sell
64,388
-2,590
-4% -$134K 0.08% 299
2014
Q3 		$3.51M Sell
66,978
-2,641
-4% -$138K 0.08% 279
2014
Q2 		$3.51M Sell
69,619
-2,358
-3% -$111K 0.08% 302
2014
Q1 		$3.31M Buy
71,977
+713
+1% +$32.6K 0.08% 315
2013
Q4 		$3.51M Sell
71,264
-1,514
-2% -$71.9K 0.08% 299
2013
Q3 		$3.12M Sell
72,778
-3,864
-5% -$161K 0.08% 308
2013
Q2 		$2.87M Buy
+76,642
New +$2.8M 0.07% 315

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ExxonMobil Investment Management's PFG Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its Principal Financial Group (PFG) stake by 3.4% in Q1 2018, selling an estimated $96.1K and leaving 41,239 shares worth $2.51M. The position accounts for 0.07% of the portfolio, ranked #293.

ExxonMobil Investment Management first reported a position in PFG in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.75M in Q1 2017. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

  • ExxonMobil Investment Management held 41,239 shares of Principal Financial Group worth $2.51M as of Q1 2018.
  • ExxonMobil Investment Management sold 1,460 Principal Financial Group shares in Q1 2018, an estimated $96.1K.
  • Principal Financial Group made up 0.07% of ExxonMobil Investment Management's portfolio in Q1 2018, its #293 holding.
  • ExxonMobil Investment Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's Principal Financial Group position peaked at $3.75M in Q1 2017.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.