Principal Financial Group
VALE.P

Principal Financial Group’s Vale S A VALE.P Stock Holding History

Principal Financial Group’s Portfolio VALE.P Stock Details VALE.P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-121,626
Closed -$1.14M – 2311
2017
Q3 		$1.14M Sell
121,626
-733,634
-86% -$6.88M ﹤0.01% 1815
2017
Q2 		$6.97M Buy
855,260
+22,593
+3% +$182K 0.01% 1426
2017
Q1 		$7.48M Sell
832,667
-133,156
-14% -$1.25M 0.01% 1363
2016
Q4 		$6.66M Buy
+965,823
New +$6.4M 0.01% 1414

Other funds holding VALE.P

CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return
SSG
Summit Securities Group New York $1.05B AUM 36.17% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Principal Financial Group's VALE.P Position: Q4 2017 in Review

Principal Financial Group sold out of Vale S A (VALE.P) in Q4 2017, closing a stake of 121,626 shares — an estimated $1.14M sold.

Principal Financial Group first reported a position in VALE.P in Q4 2016 and held it in 4 quarters. The position peaked at $7.48M in Q1 2017. 8 funds tracked by Wall St. Rank hold VALE.P as of Q4 2017.

  • Principal Financial Group reported no remaining Vale S A position as of Q4 2017 after selling out during the quarter.
  • Principal Financial Group sold 121,626 Vale S A shares in Q4 2017, an estimated $1.14M.
  • Principal Financial Group first reported a position in Vale S A in Q4 2016 and held it in 4 quarters.
  • Principal Financial Group's Vale S A position peaked at $7.48M in Q1 2017.
  • 8 funds tracked by Wall St. Rank held Vale S A as of Q4 2017.

Based on Principal Financial Group's 13F filing for Q4 2017, filed 13 Feb 2018.