Park Avenue Institutional Advisers’s Principal Financial Group PFG Stock Holding History

Park Avenue Institutional Advisers’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 Q3	–	Sell	-1,716	Closed	-$71K	–	311
2016 Q2	$71K	Hold	1,716	–	–	0.06%	347
2016 Q1	$68K	Sell	1,716 -48	-3%	-$1.85K	0.06%	354
2015 Q4	$79K	Sell	1,764 -59	-3%	-$2.88K	0.07%	317
2015 Q3	$86K	Sell	1,823 -22	-1%	-$1.14K	0.08%	299
2015 Q2	$95K	Buy	+1,845	New	+$95.7K	0.08%	293

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Park Avenue Institutional Advisers's PFG Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Principal Financial Group (PFG) in Q3 2016, closing a stake of 1,716 shares — an estimated $71K sold.

Park Avenue Institutional Advisers first reported a position in PFG in Q2 2015 and held it in 5 quarters. The position peaked at $95K in Q2 2015. 477 funds tracked by Wall St. Rank hold PFG as of Q3 2016.

Park Avenue Institutional Advisers reported no remaining Principal Financial Group position as of Q3 2016 after selling out during the quarter.
Park Avenue Institutional Advisers sold 1,716 Principal Financial Group shares in Q3 2016, an estimated $71K.
Park Avenue Institutional Advisers first reported a position in Principal Financial Group in Q2 2015 and held it in 5 quarters.
Park Avenue Institutional Advisers's Principal Financial Group position peaked at $95K in Q2 2015.
477 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.