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Wilmington Funds Management’s Principal Financial Group PFG Stock Holding History

Wilmington Funds 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
Q2 		– Sell
-8,190
Closed -$377K – 801
2014
Q1 		$377K Hold
8,190
– – 0.04% 446
2013
Q4 		$404K Hold
8,190
– – 0.04% 464
2013
Q3 		$351K Buy
+8,190
New +$342K 0.03% 502

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilmington Funds Management's PFG Position: Q2 2014 in Review

Wilmington Funds Management sold out of Principal Financial Group (PFG) in Q2 2014, closing a stake of 8,190 shares — an estimated $377K sold.

Wilmington Funds Management first reported a position in PFG in Q3 2013 and held it in 3 quarters. The position peaked at $404K in Q4 2013. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

  • Wilmington Funds Management reported no remaining Principal Financial Group position as of Q2 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 8,190 Principal Financial Group shares in Q2 2014, an estimated $377K.
  • Wilmington Funds Management first reported a position in Principal Financial Group in Q3 2013 and held it in 3 quarters.
  • Wilmington Funds Management's Principal Financial Group position peaked at $404K in Q4 2013.
  • 399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.