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Bristol County Savings Bank’s Principal Financial Group PFG Stock Holding History

Bristol County Savings Bank’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 		$1.73M Buy
24,480
+1,350
+6% +$93K 1.62% 28
2017
Q3 		$1.49M Buy
+23,130
New +$1.49M 1.48% 29

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bristol County Savings Bank's PFG Position: Q4 2017 in Review

Bristol County Savings Bank increased its Principal Financial Group (PFG) stake by 5.8% in Q4 2017, buying an estimated $93K and bringing the position to 24,480 shares worth $1.73M. The position accounts for 1.62% of the portfolio, ranked #28.

Bristol County Savings Bank first reported a position in PFG in Q3 2017 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold PFG as of Q4 2017.

  • Bristol County Savings Bank held 24,480 shares of Principal Financial Group worth $1.73M as of Q4 2017.
  • Bristol County Savings Bank bought 1,350 Principal Financial Group shares in Q4 2017, an estimated $93K.
  • Principal Financial Group made up 1.62% of Bristol County Savings Bank's portfolio in Q4 2017, its #28 holding.
  • Bristol County Savings Bank first reported a position in Principal Financial Group in Q3 2017 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2017.

Based on Bristol County Savings Bank's 13F filing for Q4 2017, filed 23 Jan 2018.