Principal Financial Group
EQY

Principal Financial Group’s Equity One EQY Stock Holding History

Principal Financial Group’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,774,100
Closed -$208M – 2267
2016
Q4 		$208M Sell
6,774,100
-86,433
-1% -$2.53M 0.26% 91
2016
Q3 		$210M Sell
6,860,533
-497,516
-7% -$15.7M 0.28% 89
2016
Q2 		$237M Buy
7,358,049
+1,478,695
+25% +$43.3M 0.33% 70
2016
Q1 		$169M Buy
5,879,354
+107,240
+2% +$2.94M 0.24% 108
2015
Q4 		$157M Buy
5,772,114
+273,977
+5% +$7.23M 0.23% 114
2015
Q3 		$134M Buy
5,498,137
+111,232
+2% +$2.71M 0.21% 133
2015
Q2 		$126M Buy
5,386,905
+79,220
+1% +$1.99M 0.19% 147
2015
Q1 		$142M Buy
5,307,685
+1,079,930
+26% +$29.1M 0.21% 137
2014
Q4 		$107M Buy
4,227,755
+1,388,759
+49% +$33.2M 0.17% 171
2014
Q3 		$61.4M Buy
2,838,996
+375,182
+15% +$8.74M 0.1% 235
2014
Q2 		$58.1M Buy
2,463,814
+262,117
+12% +$5.96M 0.1% 253
2014
Q1 		$49.2M Buy
2,201,697
+363,168
+20% +$8.22M 0.09% 271
2013
Q4 		$41.3M Buy
1,838,529
+60,835
+3% +$1.39M 0.08% 295
2013
Q3 		$38.9M Buy
1,777,694
+3,286
+0.2% +$74K 0.08% 284
2013
Q2 		$40.2M Buy
+1,774,408
New +$43.2M 0.09% 266

Other funds holding EQY

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Principal Financial Group's EQY Position: Q1 2017 in Review

Principal Financial Group sold out of Equity One (EQY) in Q1 2017, closing a stake of 6,774,100 shares — an estimated $208M sold.

Principal Financial Group first reported a position in EQY in Q2 2013 and held it in 15 quarters. The position peaked at $237M in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Principal Financial Group reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Principal Financial Group sold 6,774,100 Equity One shares in Q1 2017, an estimated $208M.
  • Principal Financial Group first reported a position in Equity One in Q2 2013 and held it in 15 quarters.
  • Principal Financial Group's Equity One position peaked at $237M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Principal Financial Group's 13F filing for Q1 2017, filed 11 May 2017.