Principal Financial Group
OB

Principal Financial Group’s Onebeacon Insurance Group Ltd OB Stock Holding History

Principal Financial Group’s Portfolio OB Stock Details OB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-139,691
Closed -$2.16M – 2412
2014
Q1 		$2.16M Buy
139,691
+18,627
+15% +$284K ﹤0.01% 1638
2013
Q4 		$1.92M Sell
121,064
-2,628
-2% -$40.9K ﹤0.01% 1676
2013
Q3 		$1.83M Buy
123,692
+36,628
+42% +$533K ﹤0.01% 1646
2013
Q2 		$1.26M Buy
+87,064
New +$1.22M ﹤0.01% 1688

Other funds holding OB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Principal Financial Group's OB Position: Q2 2014 in Review

Principal Financial Group sold out of Onebeacon Insurance Group Ltd (OB) in Q2 2014, closing a stake of 139,691 shares — an estimated $2.16M sold.

Principal Financial Group first reported a position in OB in Q2 2013 and held it in 4 quarters. The position peaked at $2.16M in Q1 2014. 106 funds tracked by Wall St. Rank hold OB as of Q2 2014.

  • Principal Financial Group reported no remaining Onebeacon Insurance Group Ltd position as of Q2 2014 after selling out during the quarter.
  • Principal Financial Group sold 139,691 Onebeacon Insurance Group Ltd shares in Q2 2014, an estimated $2.16M.
  • Principal Financial Group first reported a position in Onebeacon Insurance Group Ltd in Q2 2013 and held it in 4 quarters.
  • Principal Financial Group's Onebeacon Insurance Group Ltd position peaked at $2.16M in Q1 2014.
  • 106 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q2 2014.

Based on Principal Financial Group's 13F filing for Q2 2014, filed 12 Aug 2014.