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Placemark Investments’s Principal Financial Group PFG Stock Holding History

Placemark Investments’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
2014
Q4 		$504K Buy
9,706
+4,750
+96% +$246K 0.01% 1171
2014
Q3 		$260K Buy
+4,956
New +$259K ﹤0.01% 1464
2014
Q2 		– Sell
-6,687
Closed -$309K – 1665
2014
Q1 		$309K Buy
6,687
+1,414
+27% +$64.7K 0.01% 1327
2013
Q4 		$260K Buy
+5,273
New +$250K ﹤0.01% 1415

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Placemark Investments's PFG Position: Q4 2014 in Review

Placemark Investments increased its Principal Financial Group (PFG) stake by 96% in Q4 2014, buying an estimated $246K and bringing the position to 9,706 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #1171.

Placemark Investments first reported a position in PFG in Q4 2013 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold PFG as of Q4 2014.

  • Placemark Investments held 9,706 shares of Principal Financial Group worth $504K as of Q4 2014.
  • Placemark Investments bought 4,750 Principal Financial Group shares in Q4 2014, an estimated $246K.
  • Principal Financial Group made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1171 holding.
  • Placemark Investments first reported a position in Principal Financial Group in Q4 2013 and has held it in 4 quarters since.
  • 431 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.