Principal Financial Group
IPCC

Principal Financial Group’s Infinity Property & Casualty C IPCC Stock Holding History

Principal Financial Group’s Portfolio IPCC Stock Details IPCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-87,574
Closed -$12.5M – 2354
2018
Q2 		$12.5M Buy
87,574
+1,498
+2% +$203K 0.01% 1165
2018
Q1 		$10.2M Buy
86,076
+1,701
+2% +$188K 0.01% 1237
2017
Q4 		$8.94M Buy
84,375
+1,142
+1% +$116K 0.01% 1323
2017
Q3 		$7.84M Sell
83,233
-814
-1% -$75.6K 0.01% 1380
2017
Q2 		$7.9M Buy
84,047
+142
+0.2% +$13.6K 0.01% 1369
2017
Q1 		$8.01M Buy
83,905
+2,833
+3% +$257K 0.01% 1319
2016
Q4 		$7.13M Sell
81,072
-1,570
-2% -$133K 0.01% 1383
2016
Q3 		$6.83M Buy
82,642
+4,837
+6% +$400K 0.01% 1338
2016
Q2 		$6.28M Sell
77,805
-1,245
-2% -$97.1K 0.01% 1321
2016
Q1 		$6.36M Buy
79,050
+1,822
+2% +$142K 0.01% 1263
2015
Q4 		$6.35M Buy
77,228
+5,286
+7% +$434K 0.01% 1239
2015
Q3 		$5.79M Buy
71,942
+2,097
+3% +$163K 0.01% 1276
2015
Q2 		$5.3M Sell
69,845
-1,249
-2% -$94.7K 0.01% 1382
2015
Q1 		$5.83M Buy
71,094
+1,465
+2% +$112K 0.01% 1309
2014
Q4 		$5.38M Sell
69,629
-2,990
-4% -$214K 0.01% 1342
2014
Q3 		$4.65M Sell
72,619
-886
-1% -$59.1K 0.01% 1373
2014
Q2 		$4.94M Sell
73,505
-1,495
-2% -$97.8K 0.01% 1393
2014
Q1 		$5.07M Buy
75,000
+2,624
+4% +$189K 0.01% 1354
2013
Q4 		$5.19M Buy
72,376
+4,196
+6% +$287K 0.01% 1330
2013
Q3 		$4.4M Buy
68,180
+950
+1% +$60.1K 0.01% 1346
2013
Q2 		$4.02M Buy
+67,230
New +$3.89M 0.01% 1332

Other funds holding IPCC

SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Principal Financial Group's IPCC Position: Q3 2018 in Review

Principal Financial Group sold out of Infinity Property & Casualty C (IPCC) in Q3 2018, closing a stake of 87,574 shares — an estimated $12.5M sold.

Principal Financial Group first reported a position in IPCC in Q2 2013 and held it in 21 quarters. The position peaked at $12.5M in Q2 2018. 3 funds tracked by Wall St. Rank hold IPCC as of Q3 2018.

  • Principal Financial Group reported no remaining Infinity Property & Casualty C position as of Q3 2018 after selling out during the quarter.
  • Principal Financial Group sold 87,574 Infinity Property & Casualty C shares in Q3 2018, an estimated $12.5M.
  • Principal Financial Group first reported a position in Infinity Property & Casualty C in Q2 2013 and held it in 21 quarters.
  • Principal Financial Group's Infinity Property & Casualty C position peaked at $12.5M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Infinity Property & Casualty C as of Q3 2018.

Based on Principal Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.