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 $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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Webster Bank's PFG Position: Q4 2019 in Review

Webster Bank sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 300 shares — an estimated $17K sold.

Webster Bank first reported a position in PFG in Q4 2016 and held it in 12 quarters. The position peaked at $21K in Q4 2017. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

Webster Bank reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
Webster Bank sold 300 Principal Financial Group shares in Q4 2019, an estimated $17K.
Webster Bank first reported a position in Principal Financial Group in Q4 2016 and held it in 12 quarters.
Webster Bank's Principal Financial Group position peaked at $21K in Q4 2017.
613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Webster Bank's 13F filing for Q4 2019, filed 14 Jan 2020.