Ameriprise
PFG.PRB

Ameriprise’s PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD PFG.PRB Stock Holding History

Ameriprise’s Portfolio PFG.PRB Stock Details PFG.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,090
Closed -$28K – 5114
2014
Q3 		$28K Hold
1,090
– – ﹤0.01% 4307
2014
Q2 		$28K Hold
1,090
– – ﹤0.01% 4170
2014
Q1 		$27K Buy
1,090
+600
+122% +$14.8K ﹤0.01% 4062
2013
Q4 		$12K Buy
+490
New +$12.1K ﹤0.01% 4317

Other funds holding PFG.PRB

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Ameriprise's PFG.PRB Position: Q4 2014 in Review

Ameriprise sold out of PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD (PFG.PRB) in Q4 2014, closing a stake of 1,090 shares — an estimated $28K sold.

Ameriprise first reported a position in PFG.PRB in Q4 2013 and held it in 4 quarters. The position peaked at $28K in Q3 2014. 2 funds tracked by Wall St. Rank hold PFG.PRB as of Q4 2014.

  • Ameriprise reported no remaining PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,090 PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD shares in Q4 2014, an estimated $28K.
  • Ameriprise first reported a position in PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD in Q4 2013 and held it in 4 quarters.
  • Ameriprise's PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD position peaked at $28K in Q3 2014.
  • 2 funds tracked by Wall St. Rank held PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.