AAM
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Aureus Asset Management’s Principal Financial Group PFG Stock Holding History

Aureus Asset 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
2016
Q3 		– Sell
-7,000
Closed -$288K – 154
2016
Q2 		$288K Buy
+7,000
New +$295K 0.06% 93
2016
Q1 		– Sell
-7,000
Closed -$315K – 138
2015
Q4 		$315K Sell
7,000
-1,000
-13% -$48.8K 0.07% 98
2015
Q3 		$379K Hold
8,000
– – 0.09% 99
2015
Q2 		$410K Sell
8,000
-1,130
-12% -$58.6K 0.09% 109
2015
Q1 		$469K Sell
9,130
-500
-5% -$25.1K 0.11% 92
2014
Q4 		$500K Hold
9,630
– – 0.12% 86
2014
Q3 		$505K Hold
9,630
– – 0.13% 76
2014
Q2 		$486K Buy
9,630
+1,130
+13% +$53.2K 0.12% 82
2014
Q1 		$391K Buy
+8,500
New +$389K 0.1% 106

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