Principal Financial Group
RSO

Principal Financial Group’s Resource Capital Corp. RSO Stock Holding History

Principal Financial Group’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-5,126
Closed -$79K – 2245
2015
Q2 		$79K Sell
5,126
-94
-2% -$1.62K ﹤0.01% 2150
2015
Q1 		$94K Buy
5,220
+524
+11% +$10.1K ﹤0.01% 2108
2014
Q4 		$95K Sell
4,696
-2,838
-38% -$58.3K ﹤0.01% 2118
2014
Q3 		$147K Hold
7,534
– – ﹤0.01% 2078
2014
Q2 		$170K Sell
7,534
-1,592
-17% -$35.7K ﹤0.01% 2118
2014
Q1 		$203K Sell
9,126
-187
-2% -$4.4K ﹤0.01% 2130
2013
Q4 		$221K Sell
9,313
-172
-2% -$4.1K ﹤0.01% 2116
2013
Q3 		$225K Buy
9,485
+1,418
+18% +$34.8K ﹤0.01% 2069
2013
Q2 		$198K Buy
+8,067
New +$206K ﹤0.01% 2089

Other funds holding RSO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Principal Financial Group sold out of Resource Capital Corp. (RSO) in Q3 2015, closing a stake of 5,126 shares — an estimated $79K sold.

Principal Financial Group first reported a position in RSO in Q2 2013 and held it in 9 quarters. The position peaked at $225K in Q3 2013. 88 funds tracked by Wall St. Rank hold RSO as of Q3 2015.

  • Principal Financial Group reported no remaining Resource Capital Corp. position as of Q3 2015 after selling out during the quarter.
  • Principal Financial Group sold 5,126 Resource Capital Corp. shares in Q3 2015, an estimated $79K.
  • Principal Financial Group first reported a position in Resource Capital Corp. in Q2 2013 and held it in 9 quarters.
  • Principal Financial Group's Resource Capital Corp. position peaked at $225K in Q3 2013.
  • 88 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q3 2015.

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