Principal Financial Group
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Principal Financial Group’s iShares Global Energy ETF IXC Stock Holding History

Principal Financial Group’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6,150
Closed -$229K – 2179
2014
Q4 		$229K Buy
+6,150
New +$244K ﹤0.01% 2006
2013
Q3 		– Sell
-6,900
Closed -$264K – 2279
2013
Q2 		$264K Buy
+6,900
New +$275K ﹤0.01% 1982

Other funds holding IXC

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group's IXC Position: Q1 2015 in Review

Principal Financial Group sold out of iShares Global Energy ETF (IXC) in Q1 2015, closing a stake of 6,150 shares — an estimated $229K sold.

Principal Financial Group first reported a position in IXC in Q2 2013 and held it in 2 quarters. The position peaked at $264K in Q2 2013. 112 funds tracked by Wall St. Rank hold IXC as of Q1 2015.

  • Principal Financial Group reported no remaining iShares Global Energy ETF position as of Q1 2015 after selling out during the quarter.
  • Principal Financial Group sold 6,150 iShares Global Energy ETF shares in Q1 2015, an estimated $229K.
  • Principal Financial Group first reported a position in iShares Global Energy ETF in Q2 2013 and held it in 2 quarters.
  • Principal Financial Group's iShares Global Energy ETF position peaked at $264K in Q2 2013.
  • 112 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2015.

Based on Principal Financial Group's 13F filing for Q1 2015, filed 12 May 2015.