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Lupo Securities’s Principal Financial Group PFG Stock Holding History

Lupo Securities’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
2015
Q2 		– Sell
-4,587
Closed -$236K – 324
2015
Q1 		$236K Sell
4,587
-14,580
-76% -$733K 0.37% 58
2014
Q4 		$996K Buy
+19,167
New +$994K 0.49% 15

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lupo Securities's PFG Position: Q2 2015 in Review

Lupo Securities sold out of Principal Financial Group (PFG) in Q2 2015, closing a stake of 4,587 shares — an estimated $236K sold.

Lupo Securities first reported a position in PFG in Q4 2014 and held it in 2 quarters. The position peaked at $996K in Q4 2014. 436 funds tracked by Wall St. Rank hold PFG as of Q2 2015.

  • Lupo Securities reported no remaining Principal Financial Group position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 4,587 Principal Financial Group shares in Q2 2015, an estimated $236K.
  • Lupo Securities first reported a position in Principal Financial Group in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Principal Financial Group position peaked at $996K in Q4 2014.
  • 436 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.