CAN
PGZ

Cetera Advisor Networks’s Principal Real Estate Income Fund PGZ Stock Holding History

Cetera Advisor Networks’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
2020
Q3 		– Sell
-2,440
Closed -$29K – 2521
2020
Q2 		$29K Buy
+2,440
New +$29.5K ﹤0.01% 2211

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Advisor Networks's PGZ Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Principal Real Estate Income Fund (PGZ) in Q3 2020, closing a stake of 2,440 shares — an estimated $29K sold.

Cetera Advisor Networks first reported a position in PGZ in Q2 2020 and held it in 1 quarter. The position peaked at $29K in Q2 2020. 34 funds tracked by Wall St. Rank hold PGZ as of Q3 2020.

  • Cetera Advisor Networks reported no remaining Principal Real Estate Income Fund position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 2,440 Principal Real Estate Income Fund shares in Q3 2020, an estimated $29K.
  • Cetera Advisor Networks first reported a position in Principal Real Estate Income Fund in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's Principal Real Estate Income Fund position peaked at $29K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.