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Parkwood LLC’s Principal Financial Group PFG Stock Holding History

Parkwood LLC’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
2017
Q3 		– Sell
-5,041
Closed -$323K – 342
2017
Q2 		$323K Sell
5,041
-302
-6% -$19.2K 0.05% 266
2017
Q1 		$337K Buy
+5,343
New +$326K 0.05% 248
2014
Q1 		– Sell
-1,605
Closed -$79K – 364
2013
Q4 		$79K Buy
+1,605
New +$76.2K 0.02% 527

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Parkwood LLC's PFG Position: Q3 2017 in Review

Parkwood LLC sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 5,041 shares — an estimated $323K sold.

Parkwood LLC first reported a position in PFG in Q4 2013 and held it in 3 quarters. The position peaked at $337K in Q1 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Parkwood LLC reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Parkwood LLC sold 5,041 Principal Financial Group shares in Q3 2017, an estimated $323K.
  • Parkwood LLC first reported a position in Principal Financial Group in Q4 2013 and held it in 3 quarters.
  • Parkwood LLC's Principal Financial Group position peaked at $337K in Q1 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Parkwood LLC's 13F filing for Q3 2017, filed 1 Nov 2017.