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Scoria Capital Partners’s Principal Financial Group PFG Stock Holding History

Scoria Capital Partners’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-80,000
Closed -$4.1M – 166
2015
Q2 		$4.1M Buy
+80,000
New +$4.15M 0.75% 40

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Bank of New York Mellon
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Scoria Capital Partners's PFG Position: Q3 2015 in Review

Scoria Capital Partners sold out of Principal Financial Group (PFG) in Q3 2015, closing a stake of 80,000 shares — an estimated $4.1M sold.

Scoria Capital Partners first reported a position in PFG in Q2 2015 and held it in 1 quarter. The position peaked at $4.1M in Q2 2015. 442 funds tracked by Wall St. Rank hold PFG as of Q3 2015.

  • Scoria Capital Partners reported no remaining Principal Financial Group position as of Q3 2015 after selling out during the quarter.
  • Scoria Capital Partners sold 80,000 Principal Financial Group shares in Q3 2015, an estimated $4.1M.
  • Scoria Capital Partners first reported a position in Principal Financial Group in Q2 2015 and held it in 1 quarter.
  • Scoria Capital Partners's Principal Financial Group position peaked at $4.1M in Q2 2015.
  • 442 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2015.

Based on Scoria Capital Partners's 13F filing for Q3 2015, filed 16 Nov 2015.