Principal Financial Group
LFVN icon

Principal Financial Group’s LifeVantage LFVN Stock Holding History

Principal Financial Group’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,964
Closed -$73K – 2271
2014
Q1 		$73K Sell
7,964
-75
-0.9% -$752 ﹤0.01% 2241
2013
Q4 		$93K Buy
8,039
+124
+2% +$1.75K ﹤0.01% 2247
2013
Q3 		$132K Sell
7,915
-518
-6% -$8.95K ﹤0.01% 2191
2013
Q2 		$137K Buy
+8,433
New +$135K ﹤0.01% 2163

Other funds holding LFVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

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

Principal Financial Group sold out of LifeVantage (LFVN) in Q2 2014, closing a stake of 7,964 shares — an estimated $73K sold.

Principal Financial Group first reported a position in LFVN in Q2 2013 and held it in 4 quarters. The position peaked at $137K in Q2 2013. 67 funds tracked by Wall St. Rank hold LFVN as of Q2 2014.

  • Principal Financial Group reported no remaining LifeVantage position as of Q2 2014 after selling out during the quarter.
  • Principal Financial Group sold 7,964 LifeVantage shares in Q2 2014, an estimated $73K.
  • Principal Financial Group first reported a position in LifeVantage in Q2 2013 and held it in 4 quarters.
  • Principal Financial Group's LifeVantage position peaked at $137K in Q2 2013.
  • 67 funds tracked by Wall St. Rank held LifeVantage as of Q2 2014.

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