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Searle & Co’s Principal Financial Group PFG Stock Holding History

Searle & Co’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
-289
Closed -$14K – 218
2015
Q2 		$14K Hold
289
– – 0.01% 258
2015
Q1 		$14K Hold
289
– – 0.01% 265
2014
Q4 		$15K Buy
+289
New +$15K 0.01% 281

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Searle & Co's PFG Position: Q3 2015 in Review

Searle & Co sold out of Principal Financial Group (PFG) in Q3 2015, closing a stake of 289 shares — an estimated $14K sold.

Searle & Co first reported a position in PFG in Q4 2014 and held it in 3 quarters. The position peaked at $15K in Q4 2014. 442 funds tracked by Wall St. Rank hold PFG as of Q3 2015.

  • Searle & Co reported no remaining Principal Financial Group position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 289 Principal Financial Group shares in Q3 2015, an estimated $14K.
  • Searle & Co first reported a position in Principal Financial Group in Q4 2014 and held it in 3 quarters.
  • Searle & Co's Principal Financial Group position peaked at $15K in Q4 2014.
  • 442 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.