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Telluride Asset Management’s Principal Financial Group PFG Stock Holding History

Telluride Asset 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
Q1 		– Sell
-5,200
Closed -$256K – 289
2013
Q4 		$256K Buy
+5,200
New +$247K 0.3% 95

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
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 $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Telluride Asset Management's PFG Position: Q1 2014 in Review

Telluride Asset Management sold out of Principal Financial Group (PFG) in Q1 2014, closing a stake of 5,200 shares — an estimated $256K sold.

Telluride Asset Management first reported a position in PFG in Q4 2013 and held it in 1 quarter. The position peaked at $256K in Q4 2013. 390 funds tracked by Wall St. Rank hold PFG as of Q1 2014.

  • Telluride Asset Management reported no remaining Principal Financial Group position as of Q1 2014 after selling out during the quarter.
  • Telluride Asset Management sold 5,200 Principal Financial Group shares in Q1 2014, an estimated $256K.
  • Telluride Asset Management first reported a position in Principal Financial Group in Q4 2013 and held it in 1 quarter.
  • Telluride Asset Management's Principal Financial Group position peaked at $256K in Q4 2013.
  • 390 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2014.

Based on Telluride Asset Management's 13F filing for Q1 2014, filed 14 May 2014.