Principal Financial Group
EPIQ

Principal Financial Group’s EPIQ SYSTEMS INC EPIQ Stock Holding History

Principal Financial Group’s Portfolio EPIQ Stock Details EPIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-229,493
Closed -$3.35M – 2216
2016
Q2 		$3.35M Buy
229,493
+7,606
+3% +$111K ﹤0.01% 1544
2016
Q1 		$3.33M Buy
221,887
+9,539
+4% +$122K ﹤0.01% 1512
2015
Q4 		$2.77M Buy
212,348
+10,259
+5% +$138K ﹤0.01% 1565
2015
Q3 		$2.61M Buy
202,089
+6,761
+3% +$98K ﹤0.01% 1576
2015
Q2 		$3.3M Sell
195,328
-2,061
-1% -$35.7K ﹤0.01% 1563
2015
Q1 		$3.54M Buy
197,389
+7,727
+4% +$135K 0.01% 1512
2014
Q4 		$3.24M Sell
189,662
-6,939
-4% -$117K 0.01% 1558
2014
Q3 		$3.45M Sell
196,601
-2,725
-1% -$40.5K 0.01% 1507
2014
Q2 		$2.8M Sell
199,326
-1,219
-0.6% -$15.9K ﹤0.01% 1621
2014
Q1 		$2.73M Buy
200,545
+24,042
+14% +$347K ﹤0.01% 1593
2013
Q4 		$2.86M Sell
176,503
-9,193
-5% -$140K 0.01% 1596
2013
Q3 		$2.45M Buy
185,696
+5,260
+3% +$68.5K 0.01% 1594
2013
Q2 		$2.43M Buy
+180,436
New +$2.33M 0.01% 1546

Other funds holding EPIQ

PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's EPIQ Position: Q3 2016 in Review

Principal Financial Group sold out of EPIQ SYSTEMS INC (EPIQ) in Q3 2016, closing a stake of 229,493 shares — an estimated $3.35M sold.

Principal Financial Group first reported a position in EPIQ in Q2 2013 and held it in 13 quarters. The position peaked at $3.54M in Q1 2015. 113 funds tracked by Wall St. Rank hold EPIQ as of Q3 2016.

  • Principal Financial Group reported no remaining EPIQ SYSTEMS INC position as of Q3 2016 after selling out during the quarter.
  • Principal Financial Group sold 229,493 EPIQ SYSTEMS INC shares in Q3 2016, an estimated $3.35M.
  • Principal Financial Group first reported a position in EPIQ SYSTEMS INC in Q2 2013 and held it in 13 quarters.
  • Principal Financial Group's EPIQ SYSTEMS INC position peaked at $3.54M in Q1 2015.
  • 113 funds tracked by Wall St. Rank held EPIQ SYSTEMS INC as of Q3 2016.

Based on Principal Financial Group's 13F filing for Q3 2016, filed 10 Nov 2016.