FP
PFG icon

Foundry Partners’s Principal Financial Group PFG Stock Holding History

Foundry 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
2014
Q4 		– Sell
-90,201
Closed -$4.73M – 266
2014
Q3 		$4.73M Buy
90,201
+23,350
+35% +$1.22M 0.44% 90
2014
Q2 		$3.38M Buy
66,851
+24,838
+59% +$1.17M 0.31% 100
2014
Q1 		$1.93M Sell
42,013
-1,899
-4% -$86.9K 0.18% 128
2013
Q4 		$2.17M Buy
+43,912
New +$2.09M 0.19% 117

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foundry Partners's PFG Position: Q4 2014 in Review

Foundry Partners sold out of Principal Financial Group (PFG) in Q4 2014, closing a stake of 90,201 shares — an estimated $4.73M sold.

Foundry Partners first reported a position in PFG in Q4 2013 and held it in 4 quarters. The position peaked at $4.73M in Q3 2014. 432 funds tracked by Wall St. Rank hold PFG as of Q4 2014.

  • Foundry Partners reported no remaining Principal Financial Group position as of Q4 2014 after selling out during the quarter.
  • Foundry Partners sold 90,201 Principal Financial Group shares in Q4 2014, an estimated $4.73M.
  • Foundry Partners first reported a position in Principal Financial Group in Q4 2013 and held it in 4 quarters.
  • Foundry Partners's Principal Financial Group position peaked at $4.73M in Q3 2014.
  • 432 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2014.

Based on Foundry Partners's 13F filing for Q4 2014, filed 7 Jan 2015.