Principal Financial Group
CSE

Principal Financial Group’s CAPITALSOURCE INC CSE Stock Holding History

Principal Financial Group’s Portfolio CSE Stock Details CSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-66,323
Closed -$622K – 2325
2013
Q2 		$622K Buy
+66,323
New +$616K ﹤0.01% 1796

Other funds holding CSE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Principal Financial Group's CSE Position: Q3 2013 in Review

Principal Financial Group sold out of CAPITALSOURCE INC (CSE) in Q3 2013, closing a stake of 66,323 shares — an estimated $622K sold.

Principal Financial Group first reported a position in CSE in Q2 2013 and held it in 1 quarter. The position peaked at $622K in Q2 2013. 169 funds tracked by Wall St. Rank hold CSE as of Q3 2013.

  • Principal Financial Group reported no remaining CAPITALSOURCE INC position as of Q3 2013 after selling out during the quarter.
  • Principal Financial Group sold 66,323 CAPITALSOURCE INC shares in Q3 2013, an estimated $622K.
  • Principal Financial Group first reported a position in CAPITALSOURCE INC in Q2 2013 and held it in 1 quarter.
  • Principal Financial Group's CAPITALSOURCE INC position peaked at $622K in Q2 2013.
  • 169 funds tracked by Wall St. Rank held CAPITALSOURCE INC as of Q3 2013.

Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.