Principal Financial Group
TRC icon

Principal Financial Group’s Tejon Ranch TRC Stock Holding History

Principal Financial Group’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,600
Closed -$217K – 2306
2014
Q1 		$217K Sell
6,600
-63
-0.9% -$2.14K ﹤0.01% 2104
2013
Q4 		$238K Buy
+6,663
New +$221K ﹤0.01% 2092

Other funds holding TRC

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TAM
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LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Principal Financial Group sold out of Tejon Ranch (TRC) in Q2 2014, closing a stake of 6,600 shares — an estimated $217K sold.

Principal Financial Group first reported a position in TRC in Q4 2013 and held it in 2 quarters. The position peaked at $238K in Q4 2013. 87 funds tracked by Wall St. Rank hold TRC as of Q2 2014.

  • Principal Financial Group reported no remaining Tejon Ranch position as of Q2 2014 after selling out during the quarter.
  • Principal Financial Group sold 6,600 Tejon Ranch shares in Q2 2014, an estimated $217K.
  • Principal Financial Group first reported a position in Tejon Ranch in Q4 2013 and held it in 2 quarters.
  • Principal Financial Group's Tejon Ranch position peaked at $238K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2014.

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