JIR
FFG

James Investment Research’s FBL Financial Group FFG Stock Holding History

James Investment Research’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,775
Closed -$529K – 718
2016
Q4 		$529K Sell
6,775
-1,705
-20% -$122K 0.01% 289
2016
Q3 		$542K Sell
8,480
-4,330
-34% -$274K 0.01% 290
2016
Q2 		$777K Sell
12,810
-97,558
-88% -$5.9M 0.02% 231
2016
Q1 		$6.79M Sell
110,368
-103,269
-48% -$6.08M 0.17% 126
2015
Q4 		$13.6M Buy
213,637
+26,721
+14% +$1.72M 0.34% 91
2015
Q3 		$11.5M Sell
186,916
-1,678
-0.9% -$96.5K 0.31% 96
2015
Q2 		$10.9M Buy
188,594
+76,381
+68% +$4.53M 0.25% 112
2015
Q1 		$6.96M Buy
112,213
+29,831
+36% +$1.69M 0.16% 141
2014
Q4 		$4.78M Buy
82,382
+2,567
+3% +$131K 0.13% 134
2014
Q3 		$3.57M Sell
79,815
-40,726
-34% -$1.83M 0.11% 146
2014
Q2 		$5.54M Sell
120,541
-11,287
-9% -$502K 0.18% 119
2014
Q1 		$5.71M Buy
131,828
+30,215
+30% +$1.25M 0.18% 123
2013
Q4 		$4.55M Buy
101,613
+26,710
+36% +$1.19M 0.14% 138
2013
Q3 		$3.36M Buy
74,903
+51,510
+220% +$2.3M 0.13% 145
2013
Q2 		$1.02M Buy
+23,393
New +$945K 0.04% 201

Other funds holding FFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

James Investment Research's FFG Position: Q1 2017 in Review

James Investment Research sold out of FBL Financial Group (FFG) in Q1 2017, closing a stake of 6,775 shares — an estimated $529K sold.

James Investment Research first reported a position in FFG in Q2 2013 and held it in 15 quarters. The position peaked at $13.6M in Q4 2015. 95 funds tracked by Wall St. Rank hold FFG as of Q1 2017.

  • James Investment Research reported no remaining FBL Financial Group position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 6,775 FBL Financial Group shares in Q1 2017, an estimated $529K.
  • James Investment Research first reported a position in FBL Financial Group in Q2 2013 and held it in 15 quarters.
  • James Investment Research's FBL Financial Group position peaked at $13.6M in Q4 2015.
  • 95 funds tracked by Wall St. Rank held FBL Financial Group as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.