FP
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FDO Partners’s Principal Financial Group PFG Stock Holding History

FDO Partners’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
2017
Q3 		– Sell
-52,817
Closed -$3.38M – 291
2017
Q2 		$3.38M Buy
+52,817
New +$3.35M 0.72% 38
2016
Q2 		– Sell
-6,420
Closed -$253K – 265
2016
Q1 		$253K Buy
+6,420
New +$247K 0.16% 197

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FDO Partners's PFG Position: Q3 2017 in Review

FDO Partners sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 52,817 shares — an estimated $3.38M sold.

FDO Partners first reported a position in PFG in Q1 2016 and held it in 2 quarters. The position peaked at $3.38M in Q2 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • FDO Partners reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 52,817 Principal Financial Group shares in Q3 2017, an estimated $3.38M.
  • FDO Partners first reported a position in Principal Financial Group in Q1 2016 and held it in 2 quarters.
  • FDO Partners's Principal Financial Group position peaked at $3.38M in Q2 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.