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Howard Capital Management (New York)’s Principal Financial Group PFG Stock Holding History

Howard Capital Management (New York)’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
2013
Q4 		– Sell
-6,819
Closed -$292K – 103
2013
Q3 		$292K Hold
6,819
– – 0.07% 75
2013
Q2 		$255K Buy
+6,819
New +$249K 0.07% 81

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NLI
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State Street
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Bank of New York Mellon
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Harris Associates
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Howard Capital Management (New York)'s PFG Position: Q4 2013 in Review

Howard Capital Management (New York) sold out of Principal Financial Group (PFG) in Q4 2013, closing a stake of 6,819 shares — an estimated $292K sold.

Howard Capital Management (New York) first reported a position in PFG in Q2 2013 and held it in 2 quarters. The position peaked at $292K in Q3 2013. 387 funds tracked by Wall St. Rank hold PFG as of Q4 2013.

  • Howard Capital Management (New York) reported no remaining Principal Financial Group position as of Q4 2013 after selling out during the quarter.
  • Howard Capital Management (New York) sold 6,819 Principal Financial Group shares in Q4 2013, an estimated $292K.
  • Howard Capital Management (New York) first reported a position in Principal Financial Group in Q2 2013 and held it in 2 quarters.
  • Howard Capital Management (New York)'s Principal Financial Group position peaked at $292K in Q3 2013.
  • 387 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2013.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2013, filed 17 Jan 2014.