DBT
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Dubuque Bank & Trust’s Principal Financial Group PFG Stock Holding History

Dubuque Bank & Trust’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
Q2 		– Sell
-283
Closed -$14K – 488
2019
Q1 		$14K Hold
283
– – ﹤0.01% 426
2018
Q4 		$13K Hold
283
– – ﹤0.01% 406
2018
Q3 		$17K Buy
+283
New +$15.8K ﹤0.01% 378
2017
Q3 		– Sell
-47
Closed -$3K – 667
2017
Q2 		$3K Sell
47
-479
-91% -$30.4K ﹤0.01% 571
2017
Q1 		$33K Buy
526
+47
+10% +$2.87K 0.01% 365
2016
Q4 		$28K Buy
+479
New +$26.8K 0.01% 298
2016
Q1 		– Sell
-210
Closed -$9K – 684
2015
Q4 		$9K Hold
210
– – ﹤0.01% 533
2015
Q3 		$10K Buy
+210
New +$10.9K ﹤0.01% 432

Other funds holding PFG

Vanguard Group
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BlackRock
BlackRock New York $5.7T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return