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Weiss Multi-Strategy Advisers’s Principal Financial Group PFG Stock Holding History

Weiss Multi-Strategy Advisers’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
2017
Q3 		– Sell
-9,665
Closed -$619K – 582
2017
Q2 		$619K Buy
+9,665
New +$613K 0.03% 414

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Weiss Multi-Strategy Advisers's PFG Position: Q3 2017 in Review

Weiss Multi-Strategy Advisers sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 9,665 shares — an estimated $619K sold.

Weiss Multi-Strategy Advisers first reported a position in PFG in Q2 2017 and held it in 1 quarter. The position peaked at $619K in Q2 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Weiss Multi-Strategy Advisers reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 9,665 Principal Financial Group shares in Q3 2017, an estimated $619K.
  • Weiss Multi-Strategy Advisers first reported a position in Principal Financial Group in Q2 2017 and held it in 1 quarter.
  • Weiss Multi-Strategy Advisers's Principal Financial Group position peaked at $619K in Q2 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q3 2017, filed 14 Nov 2017.