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Washington Trust Bank’s Principal Financial Group PFG Stock Holding History

Washington Trust Bank’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
-1,772
Closed -$89K – 449
2019
Q1 		$89K Hold
1,772
– – 0.01% 275
2018
Q4 		$78K Buy
1,772
+1,006
+131% +$49.5K 0.01% 292
2018
Q3 		$45K Hold
766
– – 0.01% 386
2018
Q2 		$41K Sell
766
-240
-24% -$13.9K 0.01% 403
2018
Q1 		$61K Sell
1,006
-710
-41% -$46.7K 0.01% 376
2017
Q4 		$121K Sell
1,716
-150
-8% -$10.3K 0.02% 283
2017
Q3 		$120K Sell
1,866
-1,400
-43% -$90K 0.02% 282
2017
Q2 		$209K Sell
3,266
-70
-2% -$4.44K 0.04% 190
2017
Q1 		$211K Buy
3,336
+755
+29% +$46.1K 0.05% 197
2016
Q4 		$149K Sell
2,581
-140
-5% -$7.84K 0.03% 230
2016
Q3 		$140K Buy
2,721
+25
+0.9% +$1.17K 0.03% 231
2016
Q2 		$111K Hold
2,696
– – 0.03% 243
2016
Q1 		$106K Buy
2,696
+746
+38% +$28.7K 0.03% 261
2015
Q4 		$88K Sell
1,950
-1,215
-38% -$59.3K 0.02% 315
2015
Q3 		$150K Buy
3,165
+540
+21% +$28K 0.04% 228
2015
Q2 		$135K Buy
2,625
+2,457
+1,463% +$127K 0.03% 251
2015
Q1 		$9K Hold
168
– – ﹤0.01% 688
2014
Q4 		$9K Hold
168
– – ﹤0.01% 731
2014
Q3 		$9K Hold
168
– – ﹤0.01% 699
2014
Q2 		$8K Hold
168
– – ﹤0.01% 755
2014
Q1 		$8K Buy
+168
New +$7.69K ﹤0.01% 718

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Bank's PFG Position: Q2 2019 in Review

Washington Trust Bank sold out of Principal Financial Group (PFG) in Q2 2019, closing a stake of 1,772 shares — an estimated $89K sold.

Washington Trust Bank first reported a position in PFG in Q1 2014 and held it in 21 quarters. The position peaked at $211K in Q1 2017. 610 funds tracked by Wall St. Rank hold PFG as of Q2 2019.

  • Washington Trust Bank reported no remaining Principal Financial Group position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 1,772 Principal Financial Group shares in Q2 2019, an estimated $89K.
  • Washington Trust Bank first reported a position in Principal Financial Group in Q1 2014 and held it in 21 quarters.
  • Washington Trust Bank's Principal Financial Group position peaked at $211K in Q1 2017.
  • 610 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.