BTC Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$407K | 0.06% | 140 |
|
|
2017
Q2 | – | Sell |
-65,190
| Closed | -$4.11M | – | 182 |
|
|
2017
Q1 | $4.11M | Buy |
65,190
+1,564
| +2% | +$98.7K | 0.77% | 44 |
|
|
2016
Q4 | $3.68M | Buy |
63,626
+2,362
| +4% | +$137K | 0.73% | 53 |
|
|
2016
Q3 | $3.15M | Buy |
61,264
+4,197
| +7% | +$216K | 0.66% | 60 |
|
|
2016
Q2 | $2.34M | Buy |
57,067
+2,339
| +4% | +$96K | 0.51% | 74 |
|
|
2016
Q1 | $2.16M | Buy |
54,728
+8,102
| +17% | +$319K | 0.5% | 79 |
|
|
2015
Q4 | $2.1M | Buy |
46,626
+3,068
| +7% | +$138K | 0.49% | 80 |
|
|
2015
Q3 | $2.06M | Buy |
43,558
+2,254
| +5% | +$107K | 0.5% | 80 |
|
|
2015
Q2 | $2.12M | Sell |
41,304
-6,820
| -14% | -$350K | 0.49% | 86 |
|
|
2015
Q1 | $2.47M | Sell |
48,124
-169
| -0.3% | -$8.68K | 0.57% | 73 |
|
|
2014
Q4 | $2.51M | Sell |
48,293
-797
| -2% | -$41.4K | 0.62% | 66 |
|
|
2014
Q3 | $2.57M | Buy |
+49,090
| New | +$2.57M | 0.65% | 64 |
|