Principal Financial Group
FDC

Principal Financial Group’s First Data Corporation FDC Stock Holding History

Principal Financial Group’s Portfolio FDC Stock Details FDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-67,351
Closed -$1.82M – 2305
2019
Q2 		$1.82M Sell
67,351
-53,413
-44% -$1.39M ﹤0.01% 1739
2019
Q1 		$3.17M Buy
120,764
+14,637
+14% +$348K ﹤0.01% 1659
2018
Q4 		$1.79M Sell
106,127
-20,792
-16% -$405K ﹤0.01% 1733
2018
Q3 		$3.1M Buy
126,919
+44,210
+53% +$1.07M ﹤0.01% 1705
2018
Q2 		$1.73M Buy
82,709
+13,103
+19% +$243K ﹤0.01% 1772
2018
Q1 		$1.11M Buy
69,606
+8,762
+14% +$145K ﹤0.01% 1807
2017
Q4 		$1.02M Sell
60,844
-9,385
-13% -$161K ﹤0.01% 1835
2017
Q3 		$1.27M Sell
70,229
-3,578
-5% -$65.3K ﹤0.01% 1798
2017
Q2 		$1.34M Buy
73,807
+13,496
+22% +$226K ﹤0.01% 1801
2017
Q1 		$935K Sell
60,311
-2,495
-4% -$39.1K ﹤0.01% 1823
2016
Q4 		$891K Sell
62,806
-10,641
-14% -$151K ﹤0.01% 1831
2016
Q3 		$967K Sell
73,447
-902
-1% -$11.6K ﹤0.01% 1779
2016
Q2 		$823K Buy
74,349
+35,508
+91% +$426K ﹤0.01% 1785
2016
Q1 		$503K Buy
+38,841
New +$499K ﹤0.01% 1834

Other funds holding FDC

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Principal Financial Group's FDC Position: Q3 2019 in Review

Principal Financial Group sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 67,351 shares — an estimated $1.82M sold.

Principal Financial Group first reported a position in FDC in Q1 2016 and held it in 14 quarters. The position peaked at $3.17M in Q1 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

  • Principal Financial Group reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
  • Principal Financial Group sold 67,351 First Data Corporation shares in Q3 2019, an estimated $1.82M.
  • Principal Financial Group first reported a position in First Data Corporation in Q1 2016 and held it in 14 quarters.
  • Principal Financial Group's First Data Corporation position peaked at $3.17M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Principal Financial Group's 13F filing for Q3 2019, filed 13 Nov 2019.