First Business Financial Services’s Principal Financial Group PFG Stock Holding History

First Business Financial Services’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 Q4	–	Sell	-10,522	Closed	-$601K	–	134
2019 Q3	$601K	Hold	10,522	–	–	0.1%	63
2019 Q2	$609K	Sell	10,522 -90	-0.8%	-$4.96K	0.11%	59
2019 Q1	$533K	Sell	10,612 -224	-2%	-$11.1K	0.1%	65
2018 Q4	$479K	Sell	10,836 -409	-4%	-$20.1K	0.08%	90
2018 Q3	$659K	Hold	11,245	–	–	0.1%	72
2018 Q2	$595K	Sell	11,245 -157	-1%	-$9.12K	0.11%	62
2018 Q1	$694K	Buy	11,402 +627	+6%	+$41.3K	0.13%	53
2017 Q4	$760K	Buy	10,775 +1,525	+16%	+$105K	0.14%	40
2017 Q3	$595K	Buy	9,250 +1,025	+12%	+$65.9K	0.12%	39
2017 Q2	$527K	Hold	8,225	–	–	0.11%	37
2017 Q1	$519K	Sell	8,225 -337	-4%	-$20.6K	0.11%	42
2016 Q4	$495K	Sell	8,562 -267	-3%	-$15K	0.11%	33
2016 Q3	$455K	Hold	8,829	–	–	0.11%	42
2016 Q2	$363K	Buy	+8,829	New	+$373K	0.09%	58

Other funds holding PFG

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

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Business Financial Services's PFG Position: Q4 2019 in Review

First Business Financial Services sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 10,522 shares — an estimated $601K sold.

First Business Financial Services first reported a position in PFG in Q2 2016 and held it in 14 quarters. The position peaked at $760K in Q4 2017. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

First Business Financial Services reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
First Business Financial Services sold 10,522 Principal Financial Group shares in Q4 2019, an estimated $601K.
First Business Financial Services first reported a position in Principal Financial Group in Q2 2016 and held it in 14 quarters.
First Business Financial Services's Principal Financial Group position peaked at $760K in Q4 2017.
613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on First Business Financial Services's 13F filing for Q4 2019, filed 10 Feb 2020.