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Stux Capital Management’s Principal Financial Group PFG Stock Holding History

Stux Capital Management’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
2014
Q2 		$949K Buy
18,800
+7,000
+59% +$330K 0.12% 215
2014
Q1 		$543K Sell
11,800
-1,800
-13% -$82.4K 0.07% 280
2013
Q4 		$671K Buy
13,600
+1,300
+11% +$61.7K 0.08% 246
2013
Q3 		$527K Buy
+12,300
New +$513K 0.07% 247

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stux Capital Management's PFG Position: Q2 2014 in Review

Stux Capital Management increased its Principal Financial Group (PFG) stake by 59% in Q2 2014, buying an estimated $330K and bringing the position to 18,800 shares worth $949K. The position accounts for 0.12% of the portfolio, ranked #215.

Stux Capital Management first reported a position in PFG in Q3 2013 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

  • Stux Capital Management held 18,800 shares of Principal Financial Group worth $949K as of Q2 2014.
  • Stux Capital Management bought 7,000 Principal Financial Group shares in Q2 2014, an estimated $330K.
  • Principal Financial Group made up 0.12% of Stux Capital Management's portfolio in Q2 2014, its #215 holding.
  • Stux Capital Management first reported a position in Principal Financial Group in Q3 2013 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.