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High Point Bank & Trust’s Principal Financial Group PFG Stock Holding History

High Point 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
2016
Q4 		$77K Hold
1,324
– – 0.02% 191
2016
Q3 		$68K Hold
1,324
– – 0.02% 201
2016
Q2 		$54K Buy
+1,324
New +$55.9K 0.01% 218

Other funds holding PFG

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

High Point Bank & Trust's PFG Position: Q4 2016 in Review

High Point Bank & Trust held its Principal Financial Group (PFG) position steady in Q4 2016 at 1,324 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #191.

High Point Bank & Trust first reported a position in PFG in Q2 2016 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold PFG as of Q4 2016.

  • High Point Bank & Trust held 1,324 shares of Principal Financial Group worth $77K as of Q4 2016.
  • High Point Bank & Trust left its Principal Financial Group share count unchanged in Q4 2016.
  • Principal Financial Group made up 0.02% of High Point Bank & Trust's portfolio in Q4 2016, its #191 holding.
  • High Point Bank & Trust first reported a position in Principal Financial Group in Q2 2016 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.