Principal Financial Group’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Principal Financial Group’s Portfolio MB Stock Details MB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,252	Closed	-$254K	–	2368
2018 Q3	$254K	Buy	+6,252	New	+$244K	﹤0.01%	2114
2016 Q2	–	Sell	-255,038	Closed	-$3.4M	–	2232
2016 Q1	$3.4M	Sell	255,038 -76,786	-23%	-$966K	﹤0.01%	1510
2015 Q4	$5.02M	Buy	331,824 +5,238	+2%	+$84.5K	0.01%	1367
2015 Q3	$5.1M	Buy	326,586 +2,085	+0.6%	+$27.5K	0.01%	1337
2015 Q2	$4.49M	Buy	+324,501	New	+$4.38M	0.01%	1449

Other funds holding MB

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group's MB Position: Q4 2018 in Review

Principal Financial Group sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2018, closing a stake of 6,252 shares — an estimated $254K sold.

Principal Financial Group first reported a position in MB in Q2 2015 and held it in 5 quarters. The position peaked at $5.1M in Q3 2015. 146 funds tracked by Wall St. Rank hold MB as of Q4 2018.

Principal Financial Group reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
Principal Financial Group sold 6,252 MINDBODY, Inc. Class A Common Stock shares in Q4 2018, an estimated $254K.
Principal Financial Group first reported a position in MINDBODY, Inc. Class A Common Stock in Q2 2015 and held it in 5 quarters.
Principal Financial Group's MINDBODY, Inc. Class A Common Stock position peaked at $5.1M in Q3 2015.
146 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2018.

Based on Principal Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.