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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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dubuque Bank & Trust's PFG Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 283 shares — an estimated $14K sold.

Dubuque Bank & Trust first reported a position in PFG in Q3 2015 and held it in 8 quarters. The position peaked at $33K in Q1 2017. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 283 Principal Financial Group shares in Q2 2019, an estimated $14K.
  • Dubuque Bank & Trust first reported a position in Principal Financial Group in Q3 2015 and held it in 8 quarters.
  • Dubuque Bank & Trust's Principal Financial Group position peaked at $33K in Q1 2017.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.