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Intrinsic Edge Capital Management’s Principal Financial Group PFG Stock Holding History

Intrinsic Edge Capital 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
Q1 		– Sell
-47,001
Closed -$2.72M – 155
2016
Q4 		$2.72M Buy
+47,001
New +$2.63M 1.16% 27

Other funds holding PFG

Vanguard Group
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intrinsic Edge Capital Management's PFG Position: Q1 2017 in Review

Intrinsic Edge Capital Management sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 47,001 shares — an estimated $2.72M sold.

Intrinsic Edge Capital Management first reported a position in PFG in Q4 2016 and held it in 1 quarter. The position peaked at $2.72M in Q4 2016. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

  • Intrinsic Edge Capital Management reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 47,001 Principal Financial Group shares in Q1 2017, an estimated $2.72M.
  • Intrinsic Edge Capital Management first reported a position in Principal Financial Group in Q4 2016 and held it in 1 quarter.
  • Intrinsic Edge Capital Management's Principal Financial Group position peaked at $2.72M in Q4 2016.
  • 534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2017, filed 12 May 2017.