Principal Financial Group
RATE

Principal Financial Group’s Bankrate Inc RATE Stock Holding History

Principal Financial Group’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,512
Closed -$121K – 2247
2015
Q2 		$121K Sell
11,512
-1,167
-9% -$14.1K ﹤0.01% 2115
2015
Q1 		$144K Buy
12,679
+1,127
+10% +$14K ﹤0.01% 2064
2014
Q4 		$144K Sell
11,552
-1,336
-10% -$15.1K ﹤0.01% 2076
2014
Q3 		$146K Hold
12,888
– – ﹤0.01% 2079
2014
Q2 		$226K Buy
12,888
+388
+3% +$6.35K ﹤0.01% 2047
2014
Q1 		$212K Sell
12,500
-256
-2% -$4.48K ﹤0.01% 2113
2013
Q4 		$229K Buy
12,756
+1,418
+13% +$27.4K ﹤0.01% 2107
2013
Q3 		$233K Sell
11,338
-726
-6% -$12.5K ﹤0.01% 2054
2013
Q2 		$173K Buy
+12,064
New +$167K ﹤0.01% 2115

Other funds holding RATE

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PPCP
Pivot Point Capital Partners San Francisco, California $6.16M AUM 30.13% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Principal Financial Group's RATE Position: Q3 2015 in Review

Principal Financial Group sold out of Bankrate Inc (RATE) in Q3 2015, closing a stake of 11,512 shares — an estimated $121K sold.

Principal Financial Group first reported a position in RATE in Q2 2013 and held it in 9 quarters. The position peaked at $233K in Q3 2013. 105 funds tracked by Wall St. Rank hold RATE as of Q3 2015.

  • Principal Financial Group reported no remaining Bankrate Inc position as of Q3 2015 after selling out during the quarter.
  • Principal Financial Group sold 11,512 Bankrate Inc shares in Q3 2015, an estimated $121K.
  • Principal Financial Group first reported a position in Bankrate Inc in Q2 2013 and held it in 9 quarters.
  • Principal Financial Group's Bankrate Inc position peaked at $233K in Q3 2013.
  • 105 funds tracked by Wall St. Rank held Bankrate Inc as of Q3 2015.

Based on Principal Financial Group's 13F filing for Q3 2015, filed 9 Nov 2015.