NCCM
PFG icon

Nine Chapters Capital Management’s Principal Financial Group PFG Stock Holding History

Nine Chapters Capital 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
2015
Q1 		– Sell
-79,300
Closed -$4.12M – 1094
2014
Q4 		$4.12M Buy
+79,300
New +$4.11M 0.36% 58
2014
Q3 		– Sell
-67,700
Closed -$3.42M – 1130
2014
Q2 		$3.42M Buy
67,700
+53,800
+387% +$2.53M 0.28% 89
2014
Q1 		$639K Buy
13,900
+5,500
+65% +$252K 0.08% 389
2013
Q4 		$414K Sell
8,400
-17,000
-67% -$807K 0.04% 533
2013
Q3 		$1.09M Buy
+25,400
New +$1.06M 0.13% 236

Other funds holding PFG

Vanguard Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return