FANJ
PGZ

Financial Architects (New Jersey)’s Principal Real Estate Income Fund PGZ Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-425
Closed -$9K – 907
2019
Q4 		$9K Hold
425
– – ﹤0.01% 693
2019
Q3 		$9K Hold
425
– – ﹤0.01% 742
2019
Q2 		$8K Buy
+425
New +$8K ﹤0.01% 932

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MC
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First Trust Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Architects (New Jersey)'s PGZ Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Principal Real Estate Income Fund (PGZ) in Q1 2020, closing a stake of 425 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in PGZ in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 38 funds tracked by Wall St. Rank hold PGZ as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Principal Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 425 Principal Real Estate Income Fund shares in Q1 2020, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in Principal Real Estate Income Fund in Q2 2019 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Principal Real Estate Income Fund position peaked at $9K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.