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Homestead Advisers’s Principal Financial Group PFG Stock Holding History

Homestead Advisers’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
2016
Q3 		– Sell
-10,536
Closed -$433K – 103
2016
Q2 		$433K Buy
+10,536
New +$445K 0.01% 103

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Homestead Advisers's PFG Position: Q3 2016 in Review

Homestead Advisers sold out of Principal Financial Group (PFG) in Q3 2016, closing a stake of 10,536 shares — an estimated $433K sold.

Homestead Advisers first reported a position in PFG in Q2 2016 and held it in 1 quarter. The position peaked at $433K in Q2 2016. 475 funds tracked by Wall St. Rank hold PFG as of Q3 2016.

  • Homestead Advisers reported no remaining Principal Financial Group position as of Q3 2016 after selling out during the quarter.
  • Homestead Advisers sold 10,536 Principal Financial Group shares in Q3 2016, an estimated $433K.
  • Homestead Advisers first reported a position in Principal Financial Group in Q2 2016 and held it in 1 quarter.
  • Homestead Advisers's Principal Financial Group position peaked at $433K in Q2 2016.
  • 475 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2016.

Based on Homestead Advisers's 13F filing for Q3 2016, filed 14 Nov 2016.