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Pergamon Offshore Advisors’s Principal Financial Group PFG Stock Holding History

Pergamon Offshore Advisors’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
Q4 		– Sell
-13,692
Closed -$648K – 91
2015
Q3 		$648K Buy
+13,692
New +$710K 0.71% 55

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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 $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Pergamon Offshore Advisors's PFG Position: Q4 2015 in Review

Pergamon Offshore Advisors sold out of Principal Financial Group (PFG) in Q4 2015, closing a stake of 13,692 shares — an estimated $648K sold.

Pergamon Offshore Advisors first reported a position in PFG in Q3 2015 and held it in 1 quarter. The position peaked at $648K in Q3 2015. 462 funds tracked by Wall St. Rank hold PFG as of Q4 2015.

  • Pergamon Offshore Advisors reported no remaining Principal Financial Group position as of Q4 2015 after selling out during the quarter.
  • Pergamon Offshore Advisors sold 13,692 Principal Financial Group shares in Q4 2015, an estimated $648K.
  • Pergamon Offshore Advisors first reported a position in Principal Financial Group in Q3 2015 and held it in 1 quarter.
  • Pergamon Offshore Advisors's Principal Financial Group position peaked at $648K in Q3 2015.
  • 462 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2015.

Based on Pergamon Offshore Advisors's 13F filing for Q4 2015.