Index Management Solutions’s Principal Financial Group PFG Stock Holding History

Index Management Solutions’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
2015 Q3	$19K	Buy	400 +23	+6%	+$1.19K	0.02%	426
2015 Q2	$19K	Buy	377 +211	+127%	+$10.9K	0.02%	507
2015 Q1	$9K	Sell	166 -464	-74%	-$23.3K	0.01%	606
2014 Q4	$33K	Sell	630 -741	-54%	-$38.4K	﹤0.01%	599
2014 Q3	$72K	Buy	1,371 +212	+18%	+$11.1K	0.01%	783
2014 Q2	$59K	Sell	1,159 -19,577	-94%	-$922K	0.01%	790
2014 Q1	$954K	Buy	20,736 +19,637	+1,787%	+$899K	0.15%	147
2013 Q4	$54K	Buy	1,099 +96	+10%	+$4.56K	0.01%	479
2013 Q3	$43K	Buy	+1,003	New	+$41.8K	0.01%	522

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Index Management Solutions's PFG Position: Q3 2015 in Review

Index Management Solutions increased its Principal Financial Group (PFG) stake by 6.1% in Q3 2015, buying an estimated $1.19K and bringing the position to 400 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #426.

Index Management Solutions first reported a position in PFG in Q3 2013 and has held it in 9 quarters since. The position peaked at $954K in Q1 2014. 442 funds tracked by Wall St. Rank hold PFG as of Q3 2015.

Index Management Solutions held 400 shares of Principal Financial Group worth $19K as of Q3 2015.
Index Management Solutions bought 23 Principal Financial Group shares in Q3 2015, an estimated $1.19K.
Principal Financial Group made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #426 holding.
Index Management Solutions first reported a position in Principal Financial Group in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Principal Financial Group position peaked at $954K in Q1 2014.
442 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.