Principal Financial Group
BKW

Principal Financial Group’s BURGER KING WORLDWIDE BKW Stock Holding History

Principal Financial Group’s Portfolio BKW Stock Details BKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,718,935
Closed -$170M – 2285
2014
Q3 		$170M Sell
5,718,935
-22,773
-0.4% -$649K 0.29% 84
2014
Q2 		$156M Sell
5,741,708
-29,371
-0.5% -$762K 0.26% 90
2014
Q1 		$153M Buy
5,771,079
+44,643
+0.8% +$1.12M 0.27% 82
2013
Q4 		$131M Sell
5,726,436
-40,206
-0.7% -$829K 0.24% 97
2013
Q3 		$113M Buy
5,766,642
+393,211
+7% +$7.75M 0.23% 109
2013
Q2 		$105M Buy
+5,373,431
New +$102M 0.23% 113

Other funds holding BKW

TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Principal Financial Group's BKW Position: Q4 2014 in Review

Principal Financial Group sold out of BURGER KING WORLDWIDE (BKW) in Q4 2014, closing a stake of 5,718,935 shares — an estimated $170M sold.

Principal Financial Group first reported a position in BKW in Q2 2013 and held it in 6 quarters. The position peaked at $170M in Q3 2014. 1 fund tracked by Wall St. Rank holds BKW as of Q4 2014.

  • Principal Financial Group reported no remaining BURGER KING WORLDWIDE position as of Q4 2014 after selling out during the quarter.
  • Principal Financial Group sold 5,718,935 BURGER KING WORLDWIDE shares in Q4 2014, an estimated $170M.
  • Principal Financial Group first reported a position in BURGER KING WORLDWIDE in Q2 2013 and held it in 6 quarters.
  • Principal Financial Group's BURGER KING WORLDWIDE position peaked at $170M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held BURGER KING WORLDWIDE as of Q4 2014.

Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.