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Meadow Creek Investment Management’s Principal Financial Group PFG Stock Holding History

Meadow Creek Investment Management’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
2019
Q3 		$5.75M Sell
100,716
-15,708
-13% -$884K 0.11% 167
2019
Q2 		$6.74M Sell
116,424
-4,532
-4% -$250K 0.13% 148
2019
Q1 		$6.07M Buy
120,956
+9,416
+8% +$467K 0.12% 158
2018
Q4 		$4.93M Buy
111,540
+4,862
+5% +$239K 0.11% 170
2018
Q3 		$6.25M Buy
106,678
+22,550
+27% +$1.26M 0.12% 166
2018
Q2 		$4.46M Buy
84,128
+43,054
+105% +$2.5M 0.09% 201
2018
Q1 		$2.5M Buy
41,074
+10,032
+32% +$660K 0.05% 262
2017
Q4 		$2.19M Sell
31,042
-37,972
-55% -$2.62M 0.05% 299
2017
Q3 		$4.44M Sell
69,014
-49,610
-42% -$3.19M 0.1% 180
2017
Q2 		$7.6M Buy
118,624
+25,454
+27% +$1.61M 0.18% 108
2017
Q1 		$5.88M Buy
93,170
+51,920
+126% +$3.17M 0.14% 135
2016
Q4 		$2.39M Buy
+41,250
New +$2.31M 0.06% 241

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meadow Creek Investment Management's PFG Position: Q3 2019 in Review

Meadow Creek Investment Management reduced its Principal Financial Group (PFG) stake by 13% in Q3 2019, selling an estimated $884K and leaving 100,716 shares worth $5.75M. The position accounts for 0.11% of the portfolio, ranked #167.

Meadow Creek Investment Management first reported a position in PFG in Q4 2016 and has held it in 12 quarters since. The position peaked at $7.6M in Q2 2017. 614 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Meadow Creek Investment Management held 100,716 shares of Principal Financial Group worth $5.75M as of Q3 2019.
  • Meadow Creek Investment Management sold 15,708 Principal Financial Group shares in Q3 2019, an estimated $884K.
  • Principal Financial Group made up 0.11% of Meadow Creek Investment Management's portfolio in Q3 2019, its #167 holding.
  • Meadow Creek Investment Management first reported a position in Principal Financial Group in Q4 2016 and has held it in 12 quarters since.
  • Meadow Creek Investment Management's Principal Financial Group position peaked at $7.6M in Q2 2017.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.