Miller Howard Investments’s Principal Financial Group PFG Stock Holding History

Miller Howard Investments’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	-48,556	Closed	-$2.18M	–	214
2015 Q4	$2.18M	Sell	48,556 -109	-0.2%	-$5.32K	0.04%	155
2015 Q3	$2.3M	Sell	48,665 -828	-2%	-$42.9K	0.04%	146
2015 Q2	$2.54M	Hold	49,493	–	–	0.03%	148
2015 Q1	$2.54M	Sell	49,493 -5	-0%	-$251	0.04%	141
2014 Q4	$2.57M	Sell	49,498 -1,849	-4%	-$95.8K	0.04%	143
2014 Q3	$2.69M	Buy	51,347 +58	+0.1%	+$3.03K	0.04%	131
2014 Q2	$2.59M	Buy	+51,289	New	+$2.41M	0.04%	132

Other funds holding PFG

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Miller Howard Investments's PFG Position: Q1 2016 in Review

Miller Howard Investments sold out of Principal Financial Group (PFG) in Q1 2016, closing a stake of 48,556 shares — an estimated $2.18M sold.

Miller Howard Investments first reported a position in PFG in Q2 2014 and held it in 7 quarters. The position peaked at $2.69M in Q3 2014. 457 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

Miller Howard Investments reported no remaining Principal Financial Group position as of Q1 2016 after selling out during the quarter.
Miller Howard Investments sold 48,556 Principal Financial Group shares in Q1 2016, an estimated $2.18M.
Miller Howard Investments first reported a position in Principal Financial Group in Q2 2014 and held it in 7 quarters.
Miller Howard Investments's Principal Financial Group position peaked at $2.69M in Q3 2014.
457 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Miller Howard Investments's 13F filing for Q1 2016, filed 22 Apr 2016.