Citizens Business Bank’s Principal Financial Group PFG Stock Holding History

Citizens Business 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
2014 Q2	–	Sell	-5,000	Closed	-$230K	–	283
2014 Q1	$230K	Sell	5,000 -15,000	-75%	-$686K	0.04%	267
2013 Q4	$986K	Sell	20,000 -15,000	-43%	-$712K	0.2%	143
2013 Q3	$1.5M	Buy	+35,000	New	+$1.46M	0.32%	87

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citizens Business Bank's PFG Position: Q2 2014 in Review

Citizens Business Bank sold out of Principal Financial Group (PFG) in Q2 2014, closing a stake of 5,000 shares — an estimated $230K sold.

Citizens Business Bank first reported a position in PFG in Q3 2013 and held it in 3 quarters. The position peaked at $1.5M in Q3 2013. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

Citizens Business Bank reported no remaining Principal Financial Group position as of Q2 2014 after selling out during the quarter.
Citizens Business Bank sold 5,000 Principal Financial Group shares in Q2 2014, an estimated $230K.
Citizens Business Bank first reported a position in Principal Financial Group in Q3 2013 and held it in 3 quarters.
Citizens Business Bank's Principal Financial Group position peaked at $1.5M in Q3 2013.
399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

Based on Citizens Business Bank's 13F filing for Q2 2014, filed 18 Nov 2022.