FIMS
PFG.PRB
FBL Investment Management Services’s PRINCIPAL FINANCIAL GRP INC 6.518% SER B NON-CUM PERP PFD PFG.PRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-200,000
| Closed | -$4.98M | – | 40 |
|
|
2014
Q1 | $4.98M | Hold |
200,000
| – | – | 1.4% | 23 |
|
|
2013
Q4 | $4.77M | Sell |
200,000
-200,000
| -50% | -$4.77M | 1.12% | 23 |
|
|
2013
Q3 | $10.1M | Buy |
400,000
+200,000
| +100% | +$5.07M | 1.58% | 20 |
|
|
2013
Q2 | $5.16M | Buy |
+200,000
| New | +$5.16M | 1.83% | 15 |
|