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NatWest Group’s Principal Financial Group PFG Stock Holding History

NatWest Group’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
2014
Q1 		– Sell
-22,047
Closed -$1.09M – 665
2013
Q4 		$1.09M Buy
22,047
+4,347
+25% +$206K 0.03% 417
2013
Q3 		$758K Sell
17,700
-318
-2% -$13.3K 0.02% 528
2013
Q2 		$675K Buy
+18,018
New +$659K 0.01% 543

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NatWest Group's PFG Position: Q1 2014 in Review

NatWest Group sold out of Principal Financial Group (PFG) in Q1 2014, closing a stake of 22,047 shares — an estimated $1.09M sold.

NatWest Group first reported a position in PFG in Q2 2013 and held it in 3 quarters. The position peaked at $1.09M in Q4 2013. 390 funds tracked by Wall St. Rank hold PFG as of Q1 2014.

  • NatWest Group reported no remaining Principal Financial Group position as of Q1 2014 after selling out during the quarter.
  • NatWest Group sold 22,047 Principal Financial Group shares in Q1 2014, an estimated $1.09M.
  • NatWest Group first reported a position in Principal Financial Group in Q2 2013 and held it in 3 quarters.
  • NatWest Group's Principal Financial Group position peaked at $1.09M in Q4 2013.
  • 390 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2014.

Based on NatWest Group's 13F filing for Q1 2014, filed 15 May 2014.