Webster Bank’s Principal Financial Group PFG Stock Holding History

Webster 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 Q4	–	Sell	-300	Closed	-$17K	–	534
2019 Q3	$17K	Hold	300	–	–	﹤0.01%	403
2019 Q2	$17K	Hold	300	–	–	﹤0.01%	406
2019 Q1	$15K	Hold	300	–	–	﹤0.01%	407
2018 Q4	$13K	Hold	300	–	–	﹤0.01%	400
2018 Q3	$18K	Hold	300	–	–	﹤0.01%	416
2018 Q2	$16K	Hold	300	–	–	﹤0.01%	419
2018 Q1	$18K	Hold	300	–	–	﹤0.01%	442
2017 Q4	$21K	Hold	300	–	–	﹤0.01%	458
2017 Q3	$19K	Hold	300	–	–	﹤0.01%	439
2017 Q2	$19K	Hold	300	–	–	﹤0.01%	451
2017 Q1	$19K	Hold	300	–	–	﹤0.01%	466
2016 Q4	$17K	Buy	+300	New	+$16.8K	﹤0.01%	462

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return