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
2019 Q3	–	Sell	-403,100	Closed	-$23.3M	–	672
2019 Q2	$23.3M	Buy	+403,100	New	+$22.2M	0.62%	41
2018 Q3	–	Sell	-750,000	Closed	-$39.7M	–	622
2018 Q2	$39.7M	Hold	750,000	–	–	0.95%	13
2018 Q1	$45.7M	Buy	+750,000	New	+$49.3M	1.45%	8

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.