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Orrstown Financial Services’s Principal Financial Group PFG Stock Holding History

Orrstown 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
2016
Q1 		– Sell
-195
Closed -$9K – 235
2015
Q4 		$9K Hold
195
– – 0.01% 166
2015
Q3 		$9K Buy
+195
New +$10.1K 0.01% 177

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Harris Associates
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Orrstown Financial Services's PFG Position: Q1 2016 in Review

Orrstown Financial Services sold out of Principal Financial Group (PFG) in Q1 2016, closing a stake of 195 shares — an estimated $9K sold.

Orrstown Financial Services first reported a position in PFG in Q3 2015 and held it in 2 quarters. The position peaked at $9K in Q4 2015. 457 funds tracked by Wall St. Rank hold PFG as of Q1 2016.

  • Orrstown Financial Services reported no remaining Principal Financial Group position as of Q1 2016 after selling out during the quarter.
  • Orrstown Financial Services sold 195 Principal Financial Group shares in Q1 2016, an estimated $9K.
  • Orrstown Financial Services first reported a position in Principal Financial Group in Q3 2015 and held it in 2 quarters.
  • Orrstown Financial Services's Principal Financial Group position peaked at $9K in Q4 2015.
  • 457 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2016.

Based on Orrstown Financial Services's 13F filing for Q1 2016, filed 8 Apr 2016.