Principal Financial Group
TREC

Principal Financial Group’s Trecora Resources TREC Stock Holding History

Principal Financial Group’s Portfolio TREC Stock Details TREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,929
Closed -$95K – 2300
2013
Q2 		$95K Buy
+10,929
New +$86.3K ﹤0.01% 2208

Other funds holding TREC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Principal Financial Group's TREC Position: Q3 2013 in Review

Principal Financial Group sold out of Trecora Resources (TREC) in Q3 2013, closing a stake of 10,929 shares — an estimated $95K sold.

Principal Financial Group first reported a position in TREC in Q2 2013 and held it in 1 quarter. The position peaked at $95K in Q2 2013. 49 funds tracked by Wall St. Rank hold TREC as of Q3 2013.

  • Principal Financial Group reported no remaining Trecora Resources position as of Q3 2013 after selling out during the quarter.
  • Principal Financial Group sold 10,929 Trecora Resources shares in Q3 2013, an estimated $95K.
  • Principal Financial Group first reported a position in Trecora Resources in Q2 2013 and held it in 1 quarter.
  • Principal Financial Group's Trecora Resources position peaked at $95K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held Trecora Resources as of Q3 2013.

Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.