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Sumit Capital’s Principal Financial Group PFG Stock Holding History

Sumit Capital’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
Q1 		– Sell
-10,778
Closed -$531K – 176
2013
Q4 		$531K Buy
+10,778
New +$512K 0.95% 11

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 $717B AUM 35.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.15T AUM 47.82% 1-Year Est. Return

Sumit Capital's PFG Position: Q1 2014 in Review

Sumit Capital sold out of Principal Financial Group (PFG) in Q1 2014, closing a stake of 10,778 shares — an estimated $531K sold.

Sumit Capital first reported a position in PFG in Q4 2013 and held it in 1 quarter. The position peaked at $531K in Q4 2013. 390 funds tracked by Wall St. Rank hold PFG as of Q1 2014.

  • Sumit Capital reported no remaining Principal Financial Group position as of Q1 2014 after selling out during the quarter.
  • Sumit Capital sold 10,778 Principal Financial Group shares in Q1 2014, an estimated $531K.
  • Sumit Capital first reported a position in Principal Financial Group in Q4 2013 and held it in 1 quarter.
  • Sumit Capital's Principal Financial Group position peaked at $531K in Q4 2013.
  • 390 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2014.

Based on Sumit Capital's 13F filing for Q1 2014, filed 7 May 2014.