Principal Financial Group
SGBK

Principal Financial Group’s Stonegate Bank SGBK Stock Holding History

Principal Financial Group’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,986
Closed -$600K – 2276
2017
Q2 		$600K Buy
12,986
+6,122
+89% +$281K ﹤0.01% 1917
2017
Q1 		$323K Hold
6,864
– – ﹤0.01% 1994
2016
Q4 		$286K Buy
+6,864
New +$260K ﹤0.01% 2022

Other funds holding SGBK

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Principal Financial Group's SGBK Position: Q3 2017 in Review

Principal Financial Group sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 12,986 shares — an estimated $600K sold.

Principal Financial Group first reported a position in SGBK in Q4 2016 and held it in 3 quarters. The position peaked at $600K in Q2 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • Principal Financial Group reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • Principal Financial Group sold 12,986 Stonegate Bank shares in Q3 2017, an estimated $600K.
  • Principal Financial Group first reported a position in Stonegate Bank in Q4 2016 and held it in 3 quarters.
  • Principal Financial Group's Stonegate Bank position peaked at $600K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Principal Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.