Principal Financial Group
WAC

Principal Financial Group’s Walter Investment Mgt Corp WAC Stock Holding History

Principal Financial Group’s Portfolio WAC Stock Details WAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,333
Closed -$218K – 2262
2014
Q2 		$218K Sell
7,333
-1,550
-17% -$44.2K ﹤0.01% 2057
2014
Q1 		$265K Sell
8,883
-1,299
-13% -$39K ﹤0.01% 2033
2013
Q4 		$360K Sell
10,182
-188
-2% -$7.08K ﹤0.01% 1947
2013
Q3 		$410K Buy
10,370
+1,167
+13% +$44.8K ﹤0.01% 1885
2013
Q2 		$311K Buy
+9,203
New +$327K ﹤0.01% 1927

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Select Equity Group
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BSCM
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NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return