Principal Financial Group
NEWS

Principal Financial Group’s NewStar Financial, Inc. NEWS Stock Holding History

Principal Financial Group’s Portfolio NEWS Stock Details NEWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,335
Closed -$201K – 2359
2013
Q4 		$201K Buy
+11,335
New +$190K ﹤0.01% 2153

Other funds holding NEWS

CZPM
Capital Z Partners Management New York $47.4M AUM 35.48% 1-Year Est. Return
CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
NMLIC
Northwestern Mutual Life Insurance Company Milwaukee, Wisconsin $37M AUM 21.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Selkirk Management Chatham, New Jersey $294M AUM 26.84% 1-Year Est. Return

Principal Financial Group's NEWS Position: Q1 2014 in Review

Principal Financial Group sold out of NewStar Financial, Inc. (NEWS) in Q1 2014, closing a stake of 11,335 shares — an estimated $201K sold.

Principal Financial Group first reported a position in NEWS in Q4 2013 and held it in 1 quarter. The position peaked at $201K in Q4 2013. 64 funds tracked by Wall St. Rank hold NEWS as of Q1 2014.

  • Principal Financial Group reported no remaining NewStar Financial, Inc. position as of Q1 2014 after selling out during the quarter.
  • Principal Financial Group sold 11,335 NewStar Financial, Inc. shares in Q1 2014, an estimated $201K.
  • Principal Financial Group first reported a position in NewStar Financial, Inc. in Q4 2013 and held it in 1 quarter.
  • Principal Financial Group's NewStar Financial, Inc. position peaked at $201K in Q4 2013.
  • 64 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q1 2014.

Based on Principal Financial Group's 13F filing for Q1 2014, filed 13 May 2014.