Principal Financial Group
UAM

Principal Financial Group’s Universal American Corp UAM Stock Holding History

Principal Financial Group’s Portfolio UAM Stock Details UAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,526
Closed -$81K – 2272
2016
Q3 		$81K Hold
10,526
– – ﹤0.01% 2121
2016
Q2 		$80K Buy
+10,526
New +$81.6K ﹤0.01% 2107
2015
Q3 		– Sell
-13,165
Closed -$133K – 2249
2015
Q2 		$133K Buy
13,165
+1,394
+12% +$14.5K ﹤0.01% 2106
2015
Q1 		$125K Buy
11,771
+1,181
+11% +$11.1K ﹤0.01% 2082
2014
Q4 		$98K Sell
10,590
-2,100
-17% -$18.3K ﹤0.01% 2115
2014
Q3 		$102K Hold
12,690
– – ﹤0.01% 2139
2014
Q2 		$106K Sell
12,690
-2,682
-17% -$20.3K ﹤0.01% 2198
2014
Q1 		$109K Sell
15,372
-315
-2% -$2.23K ﹤0.01% 2223
2013
Q4 		$115K Sell
15,687
-290
-2% -$2.17K ﹤0.01% 2231
2013
Q3 		$122K Sell
15,977
-1,023
-6% -$8.97K ﹤0.01% 2204
2013
Q2 		$151K Buy
+17,000
New +$154K ﹤0.01% 2145

Other funds holding UAM

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Principal Financial Group's UAM Position: Q4 2016 in Review

Principal Financial Group sold out of Universal American Corp (UAM) in Q4 2016, closing a stake of 10,526 shares — an estimated $81K sold.

Principal Financial Group first reported a position in UAM in Q2 2013 and held it in 11 quarters. The position peaked at $151K in Q2 2013. 97 funds tracked by Wall St. Rank hold UAM as of Q4 2016.

  • Principal Financial Group reported no remaining Universal American Corp position as of Q4 2016 after selling out during the quarter.
  • Principal Financial Group sold 10,526 Universal American Corp shares in Q4 2016, an estimated $81K.
  • Principal Financial Group first reported a position in Universal American Corp in Q2 2013 and held it in 11 quarters.
  • Principal Financial Group's Universal American Corp position peaked at $151K in Q2 2013.
  • 97 funds tracked by Wall St. Rank held Universal American Corp as of Q4 2016.

Based on Principal Financial Group's 13F filing for Q4 2016, filed 13 Feb 2017.