Mizuho Asset Management’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$140K Sell
2,726
-1,329
-33% -$62.1K 0.03% 362
2016
Q2
$167K Buy
4,055
+1,926
+90% +$81.3K 0.03% 393
2016
Q1
$109K Sell
2,129
-1,739
-45% -$66.9K 0.03% 334
2015
Q4
$174K Buy
3,868
+494
+15% +$24.1K 0.04% 345
2015
Q3
$160K Buy
3,374
+641
+23% +$33.2K 0.04% 322
2015
Q2
$140K Buy
2,733
+604
+28% +$31.3K 0.03% 331
2015
Q1
$109K Buy
2,129
+980
+85% +$49.2K 0.03% 334
2014
Q4
$60K Hold
1,149
0.02% 384
2014
Q3
$60K Buy
1,149
+513
+81% +$26.8K 0.01% 319
2014
Q2
$32K Hold
636
0.01% 402
2014
Q1
$29K Hold
636
0.01% 405
2013
Q4
$31K Hold
636
0.01% 369
2013
Q3
$27K Hold
636
﹤0.01% 421
2013
Q2
$24K Buy
+636
New +$23.3K ﹤0.01% 435

Other funds holding PFG

Mizuho Asset Management's PFG Position: Q3 2016 in Review

Mizuho Asset Management reduced its Principal Financial Group (PFG) stake by 33% in Q3 2016, selling an estimated $62.1K and leaving 2,726 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #362.

Mizuho Asset Management first reported a position in PFG in Q2 2013 and has held it in 14 quarters since. The position peaked at $174K in Q4 2015. 476 funds tracked by Wall St. Rank hold PFG as of Q3 2016.

  • Mizuho Asset Management held 2,726 shares of Principal Financial Group worth $140K as of Q3 2016.
  • Mizuho Asset Management sold 1,329 Principal Financial Group shares in Q3 2016, an estimated $62.1K.
  • Principal Financial Group made up 0.03% of Mizuho Asset Management's portfolio in Q3 2016, its #362 holding.
  • Mizuho Asset Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 14 quarters since.
  • Mizuho Asset Management's Principal Financial Group position peaked at $174K in Q4 2015.
  • 476 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2016.

Based on Mizuho Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.