CWA
PGZ

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

Clarus Wealth 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
2019
Q3 		– Sell
-400
Closed -$8K – 440
2019
Q2 		$8K Hold
400
– – 0.01% 459
2019
Q1 		$7K Buy
+400
New +$7.04K 0.01% 551

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Clarus Wealth Advisors's PGZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q3 2019, closing a stake of 400 shares — an estimated $8K sold.

Clarus Wealth Advisors first reported a position in PGZ in Q1 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 29 funds tracked by Wall St. Rank hold PGZ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Principal Real Estate Income Fund position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 400 Principal Real Estate Income Fund shares in Q3 2019, an estimated $8K.
  • Clarus Wealth Advisors first reported a position in Principal Real Estate Income Fund in Q1 2019 and held it in 2 quarters.
  • Clarus Wealth Advisors's Principal Real Estate Income Fund position peaked at $8K in Q2 2019.
  • 29 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.