Principal Financial Group
GBL

Principal Financial Group’s GAMCO Investors, Inc. GBL Stock Holding History

Principal Financial Group’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,335
Closed -$223K – 2327
2014
Q1 		$223K Sell
5,335
-52
-1% -$2.27K ﹤0.01% 2099
2013
Q4 		$252K Hold
5,387
– – ﹤0.01% 2066
2013
Q3 		$220K Buy
+5,387
New +$179K ﹤0.01% 2083

Other funds holding GBL

ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group's GBL Position: Q2 2014 in Review

Principal Financial Group sold out of GAMCO Investors, Inc. (GBL) in Q2 2014, closing a stake of 5,335 shares — an estimated $223K sold.

Principal Financial Group first reported a position in GBL in Q3 2013 and held it in 3 quarters. The position peaked at $252K in Q4 2013. 87 funds tracked by Wall St. Rank hold GBL as of Q2 2014.

  • Principal Financial Group reported no remaining GAMCO Investors, Inc. position as of Q2 2014 after selling out during the quarter.
  • Principal Financial Group sold 5,335 GAMCO Investors, Inc. shares in Q2 2014, an estimated $223K.
  • Principal Financial Group first reported a position in GAMCO Investors, Inc. in Q3 2013 and held it in 3 quarters.
  • Principal Financial Group's GAMCO Investors, Inc. position peaked at $252K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q2 2014.

Based on Principal Financial Group's 13F filing for Q2 2014, filed 12 Aug 2014.