Wilmington Trust Investment Management’s Principal Financial Group PFG Stock Holding History

Wilmington Trust Investment 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	-4,500	Closed	-$207K	–	393
2014 Q1	$207K	Sell	4,500 -2,500	-36%	-$114K	0.04%	361
2013 Q4	$345K	Hold	7,000	–	–	0.07%	245
2013 Q3	$300K	Hold	7,000	–	–	0.06%	274
2013 Q2	$262K	Buy	+7,000	New	+$256K	0.06%	324

Other funds holding PFG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wilmington Trust Investment Management's PFG Position: Q2 2014 in Review

Wilmington Trust Investment Management sold out of Principal Financial Group (PFG) in Q2 2014, closing a stake of 4,500 shares — an estimated $207K sold.

Wilmington Trust Investment Management first reported a position in PFG in Q2 2013 and held it in 4 quarters. The position peaked at $345K in Q4 2013. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

Wilmington Trust Investment Management reported no remaining Principal Financial Group position as of Q2 2014 after selling out during the quarter.
Wilmington Trust Investment Management sold 4,500 Principal Financial Group shares in Q2 2014, an estimated $207K.
Wilmington Trust Investment Management first reported a position in Principal Financial Group in Q2 2013 and held it in 4 quarters.
Wilmington Trust Investment Management's Principal Financial Group position peaked at $345K in Q4 2013.
399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

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