Lombard Odier Asset Management (Europe)’s Principal Financial Group PFG Stock Holding History

Lombard Odier Asset Management (Europe)’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
2018 Q1	–	Sell	-3,290	Closed	-$232K	–	396
2017 Q4	$232K	Sell	3,290 -488	-13%	-$33.6K	0.01%	352
2017 Q3	$243K	Hold	3,778	–	–	0.01%	362
2017 Q2	$242K	Hold	3,778	–	–	0.01%	356
2017 Q1	$238K	Sell	3,778 -322	-8%	-$19.6K	0.01%	338
2016 Q4	$237K	Hold	4,100	–	–	0.09%	297
2016 Q3	$211K	Buy	+4,100	New	+$192K	0.07%	350
2015 Q1	–	Sell	-5,000	Closed	-$261K	–	124
2014 Q4	$261K	Buy	+5,000	New	+$259K	0.06%	156

Other funds holding PFG

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

BlackRock New York $5.72T 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s PFG Position: Q1 2018 in Review

Lombard Odier Asset Management (Europe) sold out of Principal Financial Group (PFG) in Q1 2018, closing a stake of 3,290 shares — an estimated $232K sold.

Lombard Odier Asset Management (Europe) first reported a position in PFG in Q4 2014 and held it in 7 quarters. The position peaked at $261K in Q4 2014. 612 funds tracked by Wall St. Rank hold PFG as of Q1 2018.

Lombard Odier Asset Management (Europe) reported no remaining Principal Financial Group position as of Q1 2018 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 3,290 Principal Financial Group shares in Q1 2018, an estimated $232K.
Lombard Odier Asset Management (Europe) first reported a position in Principal Financial Group in Q4 2014 and held it in 7 quarters.
Lombard Odier Asset Management (Europe)'s Principal Financial Group position peaked at $261K in Q4 2014.
612 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2018.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2018, filed 15 May 2018.