Principal Financial Group
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Principal Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Principal Financial Group’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-235,442
Closed -$14.2M – 2176
2015
Q4 		$14.2M Sell
235,442
-9,166
-4% -$574K 0.02% 735
2015
Q3 		$15.3M Buy
244,608
+27,800
+13% +$2.02M 0.02% 676
2015
Q2 		$16.9M Buy
+216,808
New +$18M 0.03% 663
2015
Q1 		– Sell
-161,082
Closed -$14.1M – 2157
2014
Q4 		$14.1M Buy
161,082
+14,150
+10% +$1.28M 0.02% 726
2014
Q3 		$14.1M Buy
146,932
+19,125
+15% +$1.81M 0.02% 692
2014
Q2 		$12.1M Buy
127,807
+17,493
+16% +$1.59M 0.02% 815
2014
Q1 		$9.74M Buy
110,314
+24,286
+28% +$2.13M 0.02% 933
2013
Q4 		$7.65M Buy
86,028
+27,359
+47% +$2.4M 0.01% 1063
2013
Q3 		$5.16M Buy
58,669
+28,189
+92% +$2.49M 0.01% 1255
2013
Q2 		$2.72M Buy
+30,480
New +$2.69M 0.01% 1502

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Principal Financial Group's AMLP Position: Q1 2016 in Review

Principal Financial Group sold out of Alerian MLP ETF (AMLP) in Q1 2016, closing a stake of 235,442 shares — an estimated $14.2M sold.

Principal Financial Group first reported a position in AMLP in Q2 2013 and held it in 10 quarters. The position peaked at $16.9M in Q2 2015. 433 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

  • Principal Financial Group reported no remaining Alerian MLP ETF position as of Q1 2016 after selling out during the quarter.
  • Principal Financial Group sold 235,442 Alerian MLP ETF shares in Q1 2016, an estimated $14.2M.
  • Principal Financial Group first reported a position in Alerian MLP ETF in Q2 2013 and held it in 10 quarters.
  • Principal Financial Group's Alerian MLP ETF position peaked at $16.9M in Q2 2015.
  • 433 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on Principal Financial Group's 13F filing for Q1 2016, filed 10 May 2016.