AC
PGZ

Avestar Capital’s Principal Real Estate Income Fund PGZ Stock Holding History

Avestar Capital’s Portfolio PGZ Stock Details PGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,180
Closed -$20K – 963
2018
Q2 		$20K Buy
+1,180
New +$20.1K 0.01% 355

Other funds holding PGZ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Avestar Capital's PGZ Position: Q3 2018 in Review

Avestar Capital sold out of Principal Real Estate Income Fund (PGZ) in Q3 2018, closing a stake of 1,180 shares — an estimated $20K sold.

Avestar Capital first reported a position in PGZ in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 23 funds tracked by Wall St. Rank hold PGZ as of Q3 2018.

  • Avestar Capital reported no remaining Principal Real Estate Income Fund position as of Q3 2018 after selling out during the quarter.
  • Avestar Capital sold 1,180 Principal Real Estate Income Fund shares in Q3 2018, an estimated $20K.
  • Avestar Capital first reported a position in Principal Real Estate Income Fund in Q2 2018 and held it in 1 quarter.
  • Avestar Capital's Principal Real Estate Income Fund position peaked at $20K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2018.

Based on Avestar Capital's 13F filing for Q3 2018, filed 23 Oct 2018.