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IberiaBank’s Principal Financial Group PFG Stock Holding History

IberiaBank’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
Q2 		– Sell
-6,512
Closed -$327K – 266
2019
Q1 		$327K Sell
6,512
-4,896
-43% -$243K 0.04% 195
2018
Q4 		$504K Sell
11,408
-94,532
-89% -$4.65M 0.07% 168
2018
Q3 		$6.21M Buy
105,940
+30,809
+41% +$1.72M 0.78% 37
2018
Q2 		$3.98M Buy
75,131
+2,310
+3% +$134K 0.69% 50
2018
Q1 		$4.44M Buy
72,821
+12,208
+20% +$803K 0.88% 33
2017
Q4 		$4.28M Sell
60,613
-1,573
-3% -$108K 0.67% 49
2017
Q3 		$4M Buy
62,186
+991
+2% +$63.7K 0.66% 46
2017
Q2 		$3.92M Sell
61,195
-248
-0.4% -$15.7K 1.17% 27
2017
Q1 		$3.88M Sell
61,443
-13,674
-18% -$834K 1.22% 27
2016
Q4 		$4.35M Buy
75,117
+3,853
+5% +$216K 1.59% 21
2016
Q3 		$3.67M Buy
71,264
+7,246
+11% +$339K 1.56% 29
2016
Q2 		$2.63M Buy
+64,018
New +$2.7M 1.16% 39

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IberiaBank's PFG Position: Q2 2019 in Review

IberiaBank sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 6,512 shares — an estimated $327K sold.

IberiaBank first reported a position in PFG in Q2 2016 and held it in 12 quarters. The position peaked at $6.21M in Q3 2018. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • IberiaBank reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • IberiaBank sold 6,512 Principal Financial Group shares in Q2 2019, an estimated $327K.
  • IberiaBank first reported a position in Principal Financial Group in Q2 2016 and held it in 12 quarters.
  • IberiaBank's Principal Financial Group position peaked at $6.21M in Q3 2018.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on IberiaBank's 13F filing for Q2 2019, filed 29 Jul 2019.