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Old Mutual Customised Solutions’s Principal Financial Group PFG Stock Holding History

Old Mutual Customised Solutions’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
2018
Q2 		$1M Hold
18,945
– – 0.1% 247
2018
Q1 		$1.15M Hold
18,945
– – 0.12% 220
2017
Q4 		$1.34M Buy
18,945
+5,700
+43% +$393K 0.14% 186
2017
Q3 		$852K Hold
13,245
– – 0.12% 217
2017
Q2 		$849K Hold
13,245
– – 0.13% 199
2017
Q1 		$836K Buy
13,245
+2,345
+22% +$143K 0.13% 200
2016
Q4 		$631K Buy
10,900
+3,500
+47% +$196K 0.12% 222
2016
Q3 		$381K Sell
7,400
-2,500
-25% -$117K 0.11% 220
2016
Q2 		$407K Buy
9,900
+500
+5% +$21.1K 0.1% 242
2016
Q1 		$371K Hold
9,400
– – 0.1% 267
2015
Q4 		$423K Hold
9,400
– – 0.11% 227
2015
Q3 		$445K Sell
9,400
-2,200
-19% -$114K 0.12% 213
2015
Q2 		$595K Hold
11,600
– – 0.14% 173
2015
Q1 		$596K Buy
11,600
+1,000
+9% +$50.3K 0.14% 173
2014
Q4 		$551K Buy
10,600
+400
+4% +$20.7K 0.16% 158
2014
Q3 		$535K Sell
10,200
-1,500
-13% -$78.5K 0.15% 148
2014
Q2 		$591K Hold
11,700
– – 0.14% 154
2014
Q1 		$538K Hold
11,700
– – 0.14% 158
2013
Q4 		$577K Buy
11,700
+800
+7% +$38K 0.15% 157
2013
Q3 		$467K Hold
10,900
– – 0.13% 169
2013
Q2 		$408K Buy
+10,900
New +$399K 0.12% 173

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Old Mutual Customised Solutions's PFG Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Principal Financial Group (PFG) position steady in Q2 2018 at 18,945 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #247.

Old Mutual Customised Solutions first reported a position in PFG in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.34M in Q4 2017. 596 funds tracked by Wall St. Rank hold PFG as of Q2 2018.

  • Old Mutual Customised Solutions held 18,945 shares of Principal Financial Group worth $1M as of Q2 2018.
  • Old Mutual Customised Solutions left its Principal Financial Group share count unchanged in Q2 2018.
  • Principal Financial Group made up 0.1% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #247 holding.
  • Old Mutual Customised Solutions first reported a position in Principal Financial Group in Q2 2013 and has held it in 21 quarters since.
  • Old Mutual Customised Solutions's Principal Financial Group position peaked at $1.34M in Q4 2017.
  • 596 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.