Principal Financial Group
MTGE

Principal Financial Group’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Principal Financial Group’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,194
Closed -$210K – 2297
2017
Q2 		$210K Buy
+11,194
New +$202K ﹤0.01% 2126
2014
Q4 		– Sell
-11,388
Closed -$214K – 2306
2014
Q3 		$214K Hold
11,388
– – ﹤0.01% 2015
2014
Q2 		$228K Sell
11,388
-2,407
-17% -$47.9K ﹤0.01% 2044
2014
Q1 		$259K Sell
13,795
-283
-2% -$5.48K ﹤0.01% 2046
2013
Q4 		$246K Sell
14,078
-260
-2% -$4.99K ﹤0.01% 2076
2013
Q3 		$283K Sell
14,338
-918
-6% -$17.8K ﹤0.01% 1980
2013
Q2 		$274K Buy
+15,256
New +$353K ﹤0.01% 1969

Other funds holding MTGE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group's MTGE Position: Q3 2017 in Review

Principal Financial Group sold out of MTGE Investment Corp. Common Stock (MTGE) in Q3 2017, closing a stake of 11,194 shares — an estimated $210K sold.

Principal Financial Group first reported a position in MTGE in Q2 2013 and held it in 7 quarters. The position peaked at $283K in Q3 2013. 120 funds tracked by Wall St. Rank hold MTGE as of Q3 2017.

  • Principal Financial Group reported no remaining MTGE Investment Corp. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Principal Financial Group sold 11,194 MTGE Investment Corp. Common Stock shares in Q3 2017, an estimated $210K.
  • Principal Financial Group first reported a position in MTGE Investment Corp. Common Stock in Q2 2013 and held it in 7 quarters.
  • Principal Financial Group's MTGE Investment Corp. Common Stock position peaked at $283K in Q3 2013.
  • 120 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q3 2017.

Based on Principal Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.