Hexavest’s Principal Financial Group PFG Stock Holding History

Hexavest’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	-149,471	Closed	-$9.58M	–	503
2017 Q2	$9.58M	Buy	+149,471	New	+$9.48M	0.12%	156

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hexavest's PFG Position: Q3 2017 in Review

Hexavest sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 149,471 shares — an estimated $9.58M sold.

Hexavest first reported a position in PFG in Q2 2017 and held it in 1 quarter. The position peaked at $9.58M in Q2 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

Hexavest reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
Hexavest sold 149,471 Principal Financial Group shares in Q3 2017, an estimated $9.58M.
Hexavest first reported a position in Principal Financial Group in Q2 2017 and held it in 1 quarter.
Hexavest's Principal Financial Group position peaked at $9.58M in Q2 2017.
559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Hexavest's 13F filing for Q3 2017, filed 12 Oct 2017.