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BB&T Investment Services’s Principal Financial Group PFG Stock Holding History

BB&T Investment Services’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
2017
Q4 		$11K Hold
159
– – ﹤0.01% 943
2017
Q3 		$11K Hold
159
– – ﹤0.01% 824
2017
Q2 		$11K Hold
159
– – ﹤0.01% 767
2017
Q1 		$10K Buy
159
+25
+19% +$1.52K ﹤0.01% 717
2016
Q4 		$8K Buy
+134
New +$7.51K 0.01% 545

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BB&T Investment Services's PFG Position: Q4 2017 in Review

BB&T Investment Services held its Principal Financial Group (PFG) position steady in Q4 2017 at 159 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

BB&T Investment Services first reported a position in PFG in Q4 2016 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • BB&T Investment Services held 159 shares of Principal Financial Group worth $11K as of Q4 2017.
  • BB&T Investment Services left its Principal Financial Group share count unchanged in Q4 2017.
  • Principal Financial Group made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #943 holding.
  • BB&T Investment Services first reported a position in Principal Financial Group in Q4 2016 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.