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

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