WCMN
PFG icon

Westchester Capital Management (Nebraska)’s Principal Financial Group PFG Stock Holding History

Westchester Capital Management (Nebraska)’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
Q3 		– Sell
-265
Closed -$13K – 51
2014
Q2 		$13K Buy
+265
New +$12.5K 0.01% 48

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Westchester Capital Management (Nebraska)'s PFG Position: Q3 2014 in Review

Westchester Capital Management (Nebraska) sold out of Principal Financial Group (PFG) in Q3 2014, closing a stake of 265 shares — an estimated $13K sold.

Westchester Capital Management (Nebraska) first reported a position in PFG in Q2 2014 and held it in 1 quarter. The position peaked at $13K in Q2 2014. 419 funds tracked by Wall St. Rank hold PFG as of Q3 2014.

  • Westchester Capital Management (Nebraska) reported no remaining Principal Financial Group position as of Q3 2014 after selling out during the quarter.
  • Westchester Capital Management (Nebraska) sold 265 Principal Financial Group shares in Q3 2014, an estimated $13K.
  • Westchester Capital Management (Nebraska) first reported a position in Principal Financial Group in Q2 2014 and held it in 1 quarter.
  • Westchester Capital Management (Nebraska)'s Principal Financial Group position peaked at $13K in Q2 2014.
  • 419 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2014.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q3 2014, filed 10 Nov 2014.