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BTC Capital Management’s Principal Financial Group PFG Stock Holding History

BTC Capital 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
2019
Q3 		– Sell
-8,125
Closed -$470K – 194
2019
Q2 		$470K Hold
8,125
– – 0.08% 138
2019
Q1 		$407K Buy
+8,125
New +$403K 0.06% 140
2017
Q2 		– Sell
-65,190
Closed -$4.11M – 182
2017
Q1 		$4.11M Buy
65,190
+1,564
+2% +$95.4K 0.77% 44
2016
Q4 		$3.68M Buy
63,626
+2,362
+4% +$132K 0.73% 53
2016
Q3 		$3.15M Buy
61,264
+4,197
+7% +$196K 0.66% 60
2016
Q2 		$2.34M Buy
57,067
+2,339
+4% +$98.7K 0.51% 74
2016
Q1 		$2.16M Buy
54,728
+8,102
+17% +$312K 0.5% 79
2015
Q4 		$2.1M Buy
46,626
+3,068
+7% +$150K 0.49% 80
2015
Q3 		$2.06M Buy
43,558
+2,254
+5% +$117K 0.5% 80
2015
Q2 		$2.12M Sell
41,304
-6,820
-14% -$354K 0.49% 86
2015
Q1 		$2.47M Sell
48,124
-169
-0.3% -$8.49K 0.57% 73
2014
Q4 		$2.51M Sell
48,293
-797
-2% -$41.3K 0.62% 66
2014
Q3 		$2.57M Buy
+49,090
New +$2.57M 0.65% 64

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTC Capital Management's PFG Position: Q3 2019 in Review

BTC Capital Management sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 8,125 shares — an estimated $470K sold.

BTC Capital Management first reported a position in PFG in Q3 2014 and held it in 13 quarters. The position peaked at $4.11M in Q1 2017. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • BTC Capital Management reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • BTC Capital Management sold 8,125 Principal Financial Group shares in Q3 2019, an estimated $470K.
  • BTC Capital Management first reported a position in Principal Financial Group in Q3 2014 and held it in 13 quarters.
  • BTC Capital Management's Principal Financial Group position peaked at $4.11M in Q1 2017.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on BTC Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.