I.G. Investment Management’s Principal Financial Group PFG Stock Holding History

I.G. Investment Management’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 Q4	–	Sell	-5,316	Closed	-$274K	–	648
2016 Q3	$274K	Buy	5,316 +609	+13%	+$28.5K	﹤0.01%	809
2016 Q2	$194K	Hold	4,707	–	–	﹤0.01%	831
2016 Q1	$186K	Hold	4,707	–	–	﹤0.01%	837
2015 Q4	$212K	Hold	4,707	–	–	﹤0.01%	828
2015 Q3	$223K	Buy	4,707 +580	+14%	+$30.1K	﹤0.01%	808
2015 Q2	$212K	Buy	+4,127	New	+$214K	﹤0.01%	813

Other funds holding PFG

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

I.G. Investment Management's PFG Position: Q4 2016 in Review

I.G. Investment Management sold out of Principal Financial Group (PFG) in Q4 2016, closing a stake of 5,316 shares — an estimated $274K sold.

I.G. Investment Management first reported a position in PFG in Q2 2015 and held it in 6 quarters. The position peaked at $274K in Q3 2016. 539 funds tracked by Wall St. Rank hold PFG as of Q4 2016.

I.G. Investment Management reported no remaining Principal Financial Group position as of Q4 2016 after selling out during the quarter.
I.G. Investment Management sold 5,316 Principal Financial Group shares in Q4 2016, an estimated $274K.
I.G. Investment Management first reported a position in Principal Financial Group in Q2 2015 and held it in 6 quarters.
I.G. Investment Management's Principal Financial Group position peaked at $274K in Q3 2016.
539 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2016.

Based on I.G. Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.