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Security National Bank of Sioux City Iowa’s Principal Financial Group PFG Stock Holding History

Security National Bank of Sioux City Iowa’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
2014
Q2 		– Sell
-7,796
Closed -$359K – 75
2014
Q1 		$359K Buy
+7,796
New +$357K 0.42% 63

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NLI
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Security National Bank of Sioux City Iowa's PFG Position: Q2 2014 in Review

Security National Bank of Sioux City Iowa sold out of Principal Financial Group (PFG) in Q2 2014, closing a stake of 7,796 shares — an estimated $359K sold.

Security National Bank of Sioux City Iowa first reported a position in PFG in Q1 2014 and held it in 1 quarter. The position peaked at $359K in Q1 2014. 399 funds tracked by Wall St. Rank hold PFG as of Q2 2014.

  • Security National Bank of Sioux City Iowa reported no remaining Principal Financial Group position as of Q2 2014 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 7,796 Principal Financial Group shares in Q2 2014, an estimated $359K.
  • Security National Bank of Sioux City Iowa first reported a position in Principal Financial Group in Q1 2014 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Principal Financial Group position peaked at $359K in Q1 2014.
  • 399 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2014.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2014, filed 12 Aug 2014.