FineMark National Bank & Trust’s Principal Financial Group PFG Stock Holding History

FineMark National 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
2017 Q1	–	Sell	-530	Closed	-$31K	–	821
2016 Q4	$31K	Hold	530	–	–	﹤0.01%	727
2016 Q3	$27K	Hold	530	–	–	﹤0.01%	749
2016 Q2	$22K	Hold	530	–	–	﹤0.01%	812
2016 Q1	$21K	Sell	530 -313	-37%	-$12K	﹤0.01%	774
2015 Q4	$38K	Hold	843	–	–	﹤0.01%	662
2015 Q3	$40K	Buy	843 +213	+34%	+$11K	0.01%	681
2015 Q2	$32K	Hold	630	–	–	﹤0.01%	771
2015 Q1	$32K	Hold	630	–	–	﹤0.01%	777
2014 Q4	$33K	Hold	630	–	–	﹤0.01%	784
2014 Q3	$33K	Buy	630 +100	+19%	+$5.23K	0.01%	749
2014 Q2	$27K	Hold	530	–	–	﹤0.01%	817
2014 Q1	$24K	Hold	530	–	–	﹤0.01%	838
2013 Q4	$26K	Buy	530 +100	+23%	+$4.75K	0.01%	749
2013 Q3	$18K	Buy	430 +100	+30%	+$4.17K	﹤0.01%	830
2013 Q2	$12K	Buy	+330	New	+$12.1K	﹤0.01%	918

Other funds holding PFG

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

NLI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FineMark National Bank & Trust's PFG Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Principal Financial Group (PFG) in Q1 2017, closing a stake of 530 shares — an estimated $31K sold.

FineMark National Bank & Trust first reported a position in PFG in Q2 2013 and held it in 15 quarters. The position peaked at $40K in Q3 2015. 534 funds tracked by Wall St. Rank hold PFG as of Q1 2017.

FineMark National Bank & Trust reported no remaining Principal Financial Group position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 530 Principal Financial Group shares in Q1 2017, an estimated $31K.
FineMark National Bank & Trust first reported a position in Principal Financial Group in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Principal Financial Group position peaked at $40K in Q3 2015.
534 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.