First Midwest Bank Trust Division’s Principal Financial Group PFG Stock Holding History

First Midwest Bank Trust Division’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
2020 Q4	–	Sell	-8,536	Closed	-$344K	–	362
2020 Q3	$344K	Buy	8,536 +150	+2%	+$6.39K	0.05%	278
2020 Q2	$348K	Buy	8,386 +1,337	+19%	+$48.8K	0.06%	272
2020 Q1	$221K	Sell	7,049 -1,645	-19%	-$77.8K	0.04%	315
2019 Q4	$478K	Hold	8,694	–	–	0.06%	260
2019 Q3	$497K	Sell	8,694 -4,040	-32%	-$227K	0.07%	259
2019 Q2	$738K	Buy	+12,734	New	+$702K	0.11%	214
2018 Q1	–	Sell	-3,683	Closed	-$260K	–	446
2017 Q4	$260K	Hold	3,683	–	–	0.03%	397
2017 Q3	$237K	Sell	3,683 -1,047	-22%	-$67.3K	0.03%	414
2017 Q2	$303K	Sell	4,730 -70	-1%	-$4.44K	0.04%	392
2017 Q1	$303K	Buy	4,800 +200	+4%	+$12.2K	0.04%	401
2016 Q4	$266K	Buy	+4,600	New	+$258K	0.03%	409

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 $3.38T 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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

First Midwest Bank Trust Division's PFG Position: Q4 2020 in Review

First Midwest Bank Trust Division sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 8,536 shares — an estimated $344K sold.

First Midwest Bank Trust Division first reported a position in PFG in Q4 2016 and held it in 11 quarters. The position peaked at $738K in Q2 2019. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

First Midwest Bank Trust Division reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
First Midwest Bank Trust Division sold 8,536 Principal Financial Group shares in Q4 2020, an estimated $344K.
First Midwest Bank Trust Division first reported a position in Principal Financial Group in Q4 2016 and held it in 11 quarters.
First Midwest Bank Trust Division's Principal Financial Group position peaked at $738K in Q2 2019.
620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on First Midwest Bank Trust Division's 13F filing for Q4 2020, filed 14 Jan 2021.