IIM
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Intact Investment Management’s Principal Financial Group PFG Stock Holding History

Intact 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
2017
Q3 		– Sell
-9,000
Closed -$577K – 261
2017
Q2 		$577K Sell
9,000
-3,500
-28% -$222K 0.03% 153
2017
Q1 		$789K Sell
12,500
-2,600
-17% -$159K 0.03% 136
2016
Q4 		$874K Sell
15,100
-48,800
-76% -$2.73M 0.03% 159
2016
Q3 		$3.29M Sell
63,900
-33,200
-34% -$1.55M 0.12% 97
2016
Q2 		$3.99M Hold
97,100
– – 0.16% 84
2016
Q1 		$3.83M Buy
97,100
+84,600
+677% +$3.25M 0.16% 86
2015
Q4 		$562K Buy
+12,500
New +$610K 0.03% 177
2015
Q2 		– Sell
-13,200
Closed -$677K – 259
2015
Q1 		$677K Buy
+13,200
New +$663K 0.03% 181

Other funds holding PFG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM