Principal Financial Group
MITT

Principal Financial Group’s TPG Mortgage Investment Trust MITT Stock Holding History

Principal Financial Group’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,629
Closed -$587K – 2255
2019
Q1 		$587K Sell
11,629
-52
-0.4% -$2.72K ﹤0.01% 1904
2018
Q4 		$558K Buy
11,681
+5,564
+91% +$292K ﹤0.01% 1890
2018
Q3 		$334K Buy
6,117
+88
+1% +$5K ﹤0.01% 2055
2018
Q2 		$340K Sell
6,029
-7,432
-55% -$408K ﹤0.01% 2043
2018
Q1 		$701K Buy
13,461
+1,250
+10% +$66K ﹤0.01% 1888
2017
Q4 		$696K Buy
12,211
+1,462
+14% +$84.3K ﹤0.01% 1909
2017
Q3 		$620K Hold
10,749
– – ﹤0.01% 1897
2017
Q2 		$590K Buy
+10,749
New +$599K ﹤0.01% 1921
2013
Q3 		– Sell
-4,997
Closed -$282K – 2283
2013
Q2 		$282K Buy
+4,997
New +$355K ﹤0.01% 1961

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Principal Financial Group's MITT Position: Q2 2019 in Review

Principal Financial Group sold out of TPG Mortgage Investment Trust (MITT) in Q2 2019, closing a stake of 11,629 shares — an estimated $587K sold.

Principal Financial Group first reported a position in MITT in Q2 2013 and held it in 9 quarters. The position peaked at $701K in Q1 2018. 116 funds tracked by Wall St. Rank hold MITT as of Q2 2019.

  • Principal Financial Group reported no remaining TPG Mortgage Investment Trust position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 11,629 TPG Mortgage Investment Trust shares in Q2 2019, an estimated $587K.
  • Principal Financial Group first reported a position in TPG Mortgage Investment Trust in Q2 2013 and held it in 9 quarters.
  • Principal Financial Group's TPG Mortgage Investment Trust position peaked at $701K in Q1 2018.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.