Principal Financial Group’s Beneficial Bancorp, Inc. BNCL Stock Holding History

Principal Financial Group’s Portfolio BNCL Stock Details BNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-11,362	Closed	-$187K	–	2262
2017 Q4	$187K	Buy	+11,362	New	+$189K	﹤0.01%	2144
2016 Q3	–	Sell	-16,219	Closed	-$206K	–	2206
2016 Q2	$206K	Buy	16,219 +4,492	+38%	+$60.9K	﹤0.01%	2022
2016 Q1	$161K	Sell	11,727 -7,620	-39%	-$98.5K	﹤0.01%	2045
2015 Q4	$258K	Buy	19,347 +8,213	+74%	+$112K	﹤0.01%	1984
2015 Q3	$148K	Sell	11,134 -1,592	-13%	-$20.4K	﹤0.01%	2065
2015 Q2	$159K	Buy	+12,726	New	+$152K	﹤0.01%	2078

Other funds holding BNCL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group's BNCL Position: Q1 2018 in Review

Principal Financial Group sold out of Beneficial Bancorp, Inc. (BNCL) in Q1 2018, closing a stake of 11,362 shares — an estimated $187K sold.

Principal Financial Group first reported a position in BNCL in Q2 2015 and held it in 6 quarters. The position peaked at $258K in Q4 2015. 116 funds tracked by Wall St. Rank hold BNCL as of Q1 2018.

Principal Financial Group reported no remaining Beneficial Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
Principal Financial Group sold 11,362 Beneficial Bancorp, Inc. shares in Q1 2018, an estimated $187K.
Principal Financial Group first reported a position in Beneficial Bancorp, Inc. in Q2 2015 and held it in 6 quarters.
Principal Financial Group's Beneficial Bancorp, Inc. position peaked at $258K in Q4 2015.
116 funds tracked by Wall St. Rank held Beneficial Bancorp, Inc. as of Q1 2018.

Based on Principal Financial Group's 13F filing for Q1 2018, filed 14 May 2018.