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Numeric Investors’s Principal Financial Group PFG Stock Holding History

Numeric Investors’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
Q2 		– Sell
-15,100
Closed -$596K – 1131
2016
Q1 		$596K Buy
+15,100
New +$581K 0.01% 662

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Numeric Investors's PFG Position: Q2 2016 in Review

Numeric Investors sold out of Principal Financial Group (PFG) in Q2 2016, closing a stake of 15,100 shares — an estimated $596K sold.

Numeric Investors first reported a position in PFG in Q1 2016 and held it in 1 quarter. The position peaked at $596K in Q1 2016. 465 funds tracked by Wall St. Rank hold PFG as of Q2 2016.

  • Numeric Investors reported no remaining Principal Financial Group position as of Q2 2016 after selling out during the quarter.
  • Numeric Investors sold 15,100 Principal Financial Group shares in Q2 2016, an estimated $596K.
  • Numeric Investors first reported a position in Principal Financial Group in Q1 2016 and held it in 1 quarter.
  • Numeric Investors's Principal Financial Group position peaked at $596K in Q1 2016.
  • 465 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2016.

Based on Numeric Investors's 13F filing for Q2 2016, filed 16 Aug 2016.