Bank Julius Baer & Co
PFG icon

Bank Julius Baer & Co’s Principal Financial Group PFG Stock Holding History

Bank Julius Baer & Co’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
2020
Q3 		– Sell
-27
Closed -$1K – 773
2020
Q2 		$1K Buy
+27
New +$985 ﹤0.01% 677

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Northern Trust
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Geode Capital Management
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MPI
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Bank Julius Baer & Co's PFG Position: Q3 2020 in Review

Bank Julius Baer & Co sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 27 shares — an estimated $1K sold.

Bank Julius Baer & Co first reported a position in PFG in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Bank Julius Baer & Co reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 27 Principal Financial Group shares in Q3 2020, an estimated $1K.
  • Bank Julius Baer & Co first reported a position in Principal Financial Group in Q2 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's Principal Financial Group position peaked at $1K in Q2 2020.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Bank Julius Baer & Co's 13F filing for Q3 2020, filed 10 Nov 2020.