Principal Financial Group
MBI icon

Principal Financial Group’s MBIA MBI Stock Holding History

Principal Financial Group’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-13,059
Closed -$96K – 2229
2017
Q4 		$96K Buy
13,059
+189
+1% +$1.47K ﹤0.01% 2189
2017
Q3 		$112K Sell
12,870
-2,552
-17% -$25.6K ﹤0.01% 2137
2017
Q2 		$145K Sell
15,422
-452
-3% -$3.84K ﹤0.01% 2159
2017
Q1 		$134K Sell
15,874
-2,044
-11% -$20.6K ﹤0.01% 2124
2016
Q4 		$192K Buy
17,918
+49
+0.3% +$452 ﹤0.01% 2099
2016
Q3 		$139K Buy
17,869
+288
+2% +$2.27K ﹤0.01% 2077
2016
Q2 		$120K Sell
17,581
-1,628
-8% -$12.1K ﹤0.01% 2072
2016
Q1 		$170K Buy
19,209
+520
+3% +$3.79K ﹤0.01% 2038
2015
Q4 		$121K Sell
18,689
-2,327
-11% -$15.8K ﹤0.01% 2095
2015
Q3 		$128K Sell
21,016
-2,972
-12% -$19.1K ﹤0.01% 2081
2015
Q2 		$144K Buy
+23,988
New +$217K ﹤0.01% 2093
2015
Q1 		– Sell
-42,086
Closed -$402K – 2185
2014
Q4 		$402K Buy
+42,086
New +$406K ﹤0.01% 1896

Other funds holding MBI

FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Financial Group's MBI Position: Q1 2018 in Review

Principal Financial Group sold out of MBIA (MBI) in Q1 2018, closing a stake of 13,059 shares — an estimated $96K sold.

Principal Financial Group first reported a position in MBI in Q4 2014 and held it in 12 quarters. The position peaked at $402K in Q4 2014. 153 funds tracked by Wall St. Rank hold MBI as of Q1 2018.

  • Principal Financial Group reported no remaining MBIA position as of Q1 2018 after selling out during the quarter.
  • Principal Financial Group sold 13,059 MBIA shares in Q1 2018, an estimated $96K.
  • Principal Financial Group first reported a position in MBIA in Q4 2014 and held it in 12 quarters.
  • Principal Financial Group's MBIA position peaked at $402K in Q4 2014.
  • 153 funds tracked by Wall St. Rank held MBIA as of Q1 2018.

Based on Principal Financial Group's 13F filing for Q1 2018, filed 14 May 2018.