Principal Financial Group
TFSL icon

Principal Financial Group’s TFS Financial TFSL Stock Holding History

Principal Financial Group’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,541
Closed -$183K – 2206
2016
Q1 		$183K Sell
10,541
-5,279
-33% -$90.2K ﹤0.01% 2028
2015
Q4 		$298K Buy
15,820
+4,280
+37% +$78.5K ﹤0.01% 1950
2015
Q3 		$199K Buy
+11,540
New +$195K ﹤0.01% 2037
2014
Q1 		– Sell
-14,914
Closed -$181K – 2302
2013
Q4 		$181K Sell
14,914
-6,030
-29% -$72.2K ﹤0.01% 2175
2013
Q3 		$251K Buy
20,944
+7,355
+54% +$84.7K ﹤0.01% 2018
2013
Q2 		$152K Buy
+13,589
New +$147K ﹤0.01% 2143

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principal Financial Group's TFSL Position: Q2 2016 in Review

Principal Financial Group sold out of TFS Financial (TFSL) in Q2 2016, closing a stake of 10,541 shares — an estimated $183K sold.

Principal Financial Group first reported a position in TFSL in Q2 2013 and held it in 6 quarters. The position peaked at $298K in Q4 2015. 118 funds tracked by Wall St. Rank hold TFSL as of Q2 2016.

  • Principal Financial Group reported no remaining TFS Financial position as of Q2 2016 after selling out during the quarter.
  • Principal Financial Group sold 10,541 TFS Financial shares in Q2 2016, an estimated $183K.
  • Principal Financial Group first reported a position in TFS Financial in Q2 2013 and held it in 6 quarters.
  • Principal Financial Group's TFS Financial position peaked at $298K in Q4 2015.
  • 118 funds tracked by Wall St. Rank held TFS Financial as of Q2 2016.

Based on Principal Financial Group's 13F filing for Q2 2016, filed 9 Aug 2016.