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Independent Portfolio Consultants’s Principal Financial Group PFG Stock Holding History

Independent Portfolio Consultants’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
2014
Q2 		– Sell
-4,725
Closed -$217K – 837
2014
Q1 		$217K Hold
4,725
– – 0.07% 425
2013
Q4 		$233K Buy
+4,725
New +$224K 0.08% 417
2013
Q3 		– Sell
-7,730
Closed -$289K – 446
2013
Q2 		$289K Buy
+7,730
New +$283K 0.13% 340

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's PFG Position: Q2 2014 in Review

Independent Portfolio Consultants sold out of Principal Financial Group (PFG) in Q2 2014, closing a stake of 4,725 shares — an estimated $217K sold.

Independent Portfolio Consultants first reported a position in PFG in Q2 2013 and held it in 3 quarters. The position peaked at $289K in Q2 2013. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

  • Independent Portfolio Consultants reported no remaining Principal Financial Group position as of Q2 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,725 Principal Financial Group shares in Q2 2014, an estimated $217K.
  • Independent Portfolio Consultants first reported a position in Principal Financial Group in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's Principal Financial Group position peaked at $289K in Q2 2013.
  • 399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

Based on Independent Portfolio Consultants's 13F filing for Q2 2014, filed 15 Aug 2014.