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First Citizens Bank & Trust’s Principal Financial Group PFG Stock Holding History

First Citizens 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
2013
Q4 		– Sell
-27,641
Closed -$1.18M – 675
2013
Q3 		$1.18M Sell
27,641
-46
-0.2% -$1.92K 0.05% 368
2013
Q2 		$1.04M Buy
+27,687
New +$1.01M 0.04% 386

Other funds holding PFG

Capital Research Global Investors
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Vanguard Group
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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Citizens Bank & Trust's PFG Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of Principal Financial Group (PFG) in Q4 2013, closing a stake of 27,641 shares — an estimated $1.18M sold.

First Citizens Bank & Trust first reported a position in PFG in Q2 2013 and held it in 2 quarters. The position peaked at $1.18M in Q3 2013. 387 funds tracked by Wall St. Rank hold PFG as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining Principal Financial Group position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 27,641 Principal Financial Group shares in Q4 2013, an estimated $1.18M.
  • First Citizens Bank & Trust first reported a position in Principal Financial Group in Q2 2013 and held it in 2 quarters.
  • First Citizens Bank & Trust's Principal Financial Group position peaked at $1.18M in Q3 2013.
  • 387 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.