MAA
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Managed Account Advisors’s Principal Financial Group PFG Stock Holding History

Managed Account Advisors’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 		$15.1M Buy
295,195
+36,773
+14% +$1.91M 0.01% 869
2015
Q1 		$13.3M Buy
258,422
+28,798
+13% +$1.45M 0.01% 938
2014
Q4 		$11.9M Sell
229,624
-112,897
-33% -$5.85M 0.01% 956
2014
Q3 		$18M Buy
342,521
+53,069
+18% +$2.78M 0.02% 732
2014
Q2 		$14.6M Buy
289,452
+59,892
+26% +$2.82M 0.02% 830
2014
Q1 		$10.6M Buy
229,560
+6,072
+3% +$278K 0.01% 939
2013
Q4 		$11M Buy
223,488
+4,115
+2% +$195K 0.01% 917
2013
Q3 		$9.39M Sell
219,373
-18,753
-8% -$782K 0.01% 940
2013
Q2 		$8.92M Buy
+238,126
New +$8.71M 0.01% 924

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 $74.9B 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