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Keel Point’s Principal Financial Group PFG Stock Holding History

Keel Point’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
2016
Q1 		– Sell
-27,413
Closed -$1.23M – 131
2015
Q4 		$1.23M Sell
27,413
-15,977
-37% -$780K 0.67% 25
2015
Q3 		$2.05M Sell
43,390
-332
-0.8% -$17.2K 1.15% 16
2015
Q2 		$2.29M Sell
43,722
-565
-1% -$29.3K 1.09% 20
2015
Q1 		$2.27M Buy
+44,287
New +$2.23M 1.14% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keel Point's PFG Position: Q1 2016 in Review

Keel Point sold out of Principal Financial Group (PFG) in Q1 2016, closing a stake of 27,413 shares — an estimated $1.23M sold.

Keel Point first reported a position in PFG in Q1 2015 and held it in 4 quarters. The position peaked at $2.29M in Q2 2015. 456 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

  • Keel Point reported no remaining Principal Financial Group position as of Q1 2016 after selling out during the quarter.
  • Keel Point sold 27,413 Principal Financial Group shares in Q1 2016, an estimated $1.23M.
  • Keel Point first reported a position in Principal Financial Group in Q1 2015 and held it in 4 quarters.
  • Keel Point's Principal Financial Group position peaked at $2.29M in Q2 2015.
  • 456 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Keel Point's 13F filing for Q1 2016, filed 13 May 2016.