FDCDDQ
PGZ

Federation des caisses Desjardins du Quebec’s Principal Real Estate Income Fund PGZ Stock Holding History

Federation des caisses Desjardins du Quebec’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
Q4 		– Sell
-1,000
Closed -$17.2K – 2129
2018
Q3 		$17.2K Buy
+1,000
New +$18K ﹤0.01% 1595

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
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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's PGZ Position: Q4 2018 in Review

Federation des caisses Desjardins du Quebec sold out of Principal Real Estate Income Fund (PGZ) in Q4 2018, closing a stake of 1,000 shares — an estimated $17.2K sold.

Federation des caisses Desjardins du Quebec first reported a position in PGZ in Q3 2018 and held it in 1 quarter. The position peaked at $17.2K in Q3 2018. 31 funds tracked by Wall St. Rank hold PGZ as of Q4 2018.

  • Federation des caisses Desjardins du Quebec reported no remaining Principal Real Estate Income Fund position as of Q4 2018 after selling out during the quarter.
  • Federation des caisses Desjardins du Quebec sold 1,000 Principal Real Estate Income Fund shares in Q4 2018, an estimated $17.2K.
  • Federation des caisses Desjardins du Quebec first reported a position in Principal Real Estate Income Fund in Q3 2018 and held it in 1 quarter.
  • Federation des caisses Desjardins du Quebec's Principal Real Estate Income Fund position peaked at $17.2K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2018.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2018, filed 30 Aug 2024.