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Secor Capital Advisors’s Principal Financial Group PFG Stock Holding History

Secor Capital Advisors’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
2016
Q2 		– Sell
-7,879
Closed -$311K – 669
2016
Q1 		$311K Buy
+7,879
New +$303K 0.04% 425
2014
Q1 		– Sell
-12,824
Closed -$632K – 356
2013
Q4 		$632K Buy
+12,824
New +$609K 0.25% 165

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Secor Capital Advisors's PFG Position: Q2 2016 in Review

Secor Capital Advisors sold out of Principal Financial Group (PFG) in Q2 2016, closing a stake of 7,879 shares — an estimated $311K sold.

Secor Capital Advisors first reported a position in PFG in Q4 2013 and held it in 2 quarters. The position peaked at $632K in Q4 2013. 466 funds tracked by Wall St. Rank hold PFG as of Q2 2016.

  • Secor Capital Advisors reported no remaining Principal Financial Group position as of Q2 2016 after selling out during the quarter.
  • Secor Capital Advisors sold 7,879 Principal Financial Group shares in Q2 2016, an estimated $311K.
  • Secor Capital Advisors first reported a position in Principal Financial Group in Q4 2013 and held it in 2 quarters.
  • Secor Capital Advisors's Principal Financial Group position peaked at $632K in Q4 2013.
  • 466 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2016.

Based on Secor Capital Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.