Citadel Advisors
PGZ

Citadel Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

Citadel Advisors’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
2014
Q4 		– Sell
-11,019
Closed -$209K – 8670
2014
Q3 		$209K Buy
+11,019
New +$213K ﹤0.01% 5679

Other funds holding PGZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors's PGZ Position: Q4 2014 in Review

Citadel Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q4 2014, closing a stake of 11,019 shares — an estimated $209K sold.

Citadel Advisors first reported a position in PGZ in Q3 2014 and held it in 1 quarter. The position peaked at $209K in Q3 2014. 16 funds tracked by Wall St. Rank hold PGZ as of Q4 2014.

  • Citadel Advisors reported no remaining Principal Real Estate Income Fund position as of Q4 2014 after selling out during the quarter.
  • Citadel Advisors sold 11,019 Principal Real Estate Income Fund shares in Q4 2014, an estimated $209K.
  • Citadel Advisors first reported a position in Principal Real Estate Income Fund in Q3 2014 and held it in 1 quarter.
  • Citadel Advisors's Principal Real Estate Income Fund position peaked at $209K in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2014.

Based on Citadel Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.