Principal Financial Group
MRT icon

Principal Financial Group’s MedEquities Realty Trust, Inc. MRT Stock Holding History

Principal Financial Group’s Portfolio MRT Stock Details MRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,050,988
Closed -$11.7M – 2250
2016
Q4 		$11.7M Buy
1,050,988
+74,365
+8% +$831K 0.01% 1075
2016
Q3 		$11.5M Buy
+976,623
New +$11.4M 0.02% 1027

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Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allstate Corporation
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Principal Financial Group's MRT Position: Q1 2017 in Review

Principal Financial Group sold out of MedEquities Realty Trust, Inc. (MRT) in Q1 2017, closing a stake of 1,050,988 shares — an estimated $11.7M sold.

Principal Financial Group first reported a position in MRT in Q3 2016 and held it in 2 quarters. The position peaked at $11.7M in Q4 2016. 89 funds tracked by Wall St. Rank hold MRT as of Q1 2017.

  • Principal Financial Group reported no remaining MedEquities Realty Trust, Inc. position as of Q1 2017 after selling out during the quarter.
  • Principal Financial Group sold 1,050,988 MedEquities Realty Trust, Inc. shares in Q1 2017, an estimated $11.7M.
  • Principal Financial Group first reported a position in MedEquities Realty Trust, Inc. in Q3 2016 and held it in 2 quarters.
  • Principal Financial Group's MedEquities Realty Trust, Inc. position peaked at $11.7M in Q4 2016.
  • 89 funds tracked by Wall St. Rank held MedEquities Realty Trust, Inc. as of Q1 2017.

Based on Principal Financial Group's 13F filing for Q1 2017, filed 11 May 2017.