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HighVista Strategies’s Principal Financial Group PFG Stock Holding History

HighVista Strategies’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
Q2 		– Sell
-4,100
Closed -$250K – 195
2018
Q1 		$250K Buy
4,100
+100
+3% +$6.58K 0.11% 130
2017
Q4 		$282K Sell
4,000
-800
-17% -$55.1K 0.08% 189
2017
Q3 		$309K Sell
4,800
-300
-6% -$19.3K 0.07% 194
2017
Q2 		$327K Buy
+5,100
New +$324K 0.07% 187

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighVista Strategies's PFG Position: Q2 2018 in Review

HighVista Strategies sold out of Principal Financial Group (PFG) in Q2 2018, closing a stake of 4,100 shares — an estimated $250K sold.

HighVista Strategies first reported a position in PFG in Q2 2017 and held it in 4 quarters. The position peaked at $327K in Q2 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • HighVista Strategies reported no remaining Principal Financial Group position as of Q2 2018 after selling out during the quarter.
  • HighVista Strategies sold 4,100 Principal Financial Group shares in Q2 2018, an estimated $250K.
  • HighVista Strategies first reported a position in Principal Financial Group in Q2 2017 and held it in 4 quarters.
  • HighVista Strategies's Principal Financial Group position peaked at $327K in Q2 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on HighVista Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.