Moody Lynn & Lieberson’s Principal Financial Group PFG Stock Holding History

Moody Lynn & Lieberson’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	-8,693	Closed	-$391K	–	182
2015 Q4	$391K	Buy	8,693 +128	+1%	+$6.25K	0.06%	139
2015 Q3	$405K	Buy	8,565 +1,395	+19%	+$72.3K	0.08%	125
2015 Q2	$368K	Buy	7,170 +199	+3%	+$10.3K	0.06%	139
2015 Q1	$358K	Buy	6,971 +95	+1%	+$4.77K	0.06%	134
2014 Q4	$357K	Sell	6,876 -252	-4%	-$13.1K	0.05%	142
2014 Q3	$374K	Hold	7,128	–	–	0.06%	130
2014 Q2	$360K	Sell	7,128 -115	-2%	-$5.42K	0.05%	137
2014 Q1	$333K	Sell	7,243 -76	-1%	-$3.48K	0.05%	147
2013 Q4	$361K	Sell	7,319 -65	-0.9%	-$3.09K	0.05%	143
2013 Q3	$316K	Buy	7,384 +359	+5%	+$15K	0.05%	140
2013 Q2	$263K	Buy	+7,025	New	+$257K	0.05%	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

Moody Lynn & Lieberson's PFG Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of Principal Financial Group (PFG) in Q1 2016, closing a stake of 8,693 shares — an estimated $391K sold.

Moody Lynn & Lieberson first reported a position in PFG in Q2 2013 and held it in 11 quarters. The position peaked at $405K in Q3 2015. 457 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

Moody Lynn & Lieberson reported no remaining Principal Financial Group position as of Q1 2016 after selling out during the quarter.
Moody Lynn & Lieberson sold 8,693 Principal Financial Group shares in Q1 2016, an estimated $391K.
Moody Lynn & Lieberson first reported a position in Principal Financial Group in Q2 2013 and held it in 11 quarters.
Moody Lynn & Lieberson's Principal Financial Group position peaked at $405K in Q3 2015.
457 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.