CIAS
PGZ

Capital Investment Advisory Services’s Principal Real Estate Income Fund PGZ Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,400
Closed -$29K – 1064
2019
Q3 		$29K Hold
1,400
– – 0.01% 700
2019
Q2 		$27K Hold
1,400
– – 0.01% 707
2019
Q1 		$26K Hold
1,400
– – 0.01% 628
2018
Q4 		$23K Buy
+1,400
New +$23.7K 0.01% 621

Other funds holding PGZ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisory Services's PGZ Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Principal Real Estate Income Fund (PGZ) in Q4 2019, closing a stake of 1,400 shares — an estimated $29K sold.

Capital Investment Advisory Services first reported a position in PGZ in Q4 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2019. 32 funds tracked by Wall St. Rank hold PGZ as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Principal Real Estate Income Fund position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,400 Principal Real Estate Income Fund shares in Q4 2019, an estimated $29K.
  • Capital Investment Advisory Services first reported a position in Principal Real Estate Income Fund in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Principal Real Estate Income Fund position peaked at $29K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.