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Bankers Trust’s Principal Financial Group PFG Stock Holding History

Bankers Trust’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 		$914K Buy
18,122
+712
+4% +$33.5K 0.55% 69
2014
Q1 		$800K Sell
17,410
-223
-1% -$10.2K 0.51% 70
2013
Q4 		$869K Buy
17,633
+15
+0.1% +$712 0.54% 70
2013
Q3 		$754K Sell
17,618
-149
-0.8% -$6.21K 0.53% 71
2013
Q2 		$666K Buy
+17,767
New +$650K 0.5% 78

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bankers Trust's PFG Position: Q2 2014 in Review

Bankers Trust increased its Principal Financial Group (PFG) stake by 4.1% in Q2 2014, buying an estimated $33.5K and bringing the position to 18,122 shares worth $914K. The position accounts for 0.55% of the portfolio, ranked #69.

Bankers Trust first reported a position in PFG in Q2 2013 and has held it in 5 quarters since. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

  • Bankers Trust held 18,122 shares of Principal Financial Group worth $914K as of Q2 2014.
  • Bankers Trust bought 712 Principal Financial Group shares in Q2 2014, an estimated $33.5K.
  • Principal Financial Group made up 0.55% of Bankers Trust's portfolio in Q2 2014, its #69 holding.
  • Bankers Trust first reported a position in Principal Financial Group in Q2 2013 and has held it in 5 quarters since.
  • 399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

Based on Bankers Trust's 13F filing for Q2 2014, filed 15 Aug 2014.