FHA
PGZ

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

Flagship Harbor 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
Q2 		– Sell
-2,014
Closed -$37K – 1947
2019
Q1 		$37K Hold
2,014
– – 0.01% 847
2018
Q4 		$33K Buy
+2,014
New +$34.1K 0.01% 832

Other funds holding PGZ

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Flagship Harbor Advisors's PGZ Position: Q2 2019 in Review

Flagship Harbor Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q2 2019, closing a stake of 2,014 shares — an estimated $37K sold.

Flagship Harbor Advisors first reported a position in PGZ in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2019. 27 funds tracked by Wall St. Rank hold PGZ as of Q2 2019.

  • Flagship Harbor Advisors reported no remaining Principal Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,014 Principal Real Estate Income Fund shares in Q2 2019, an estimated $37K.
  • Flagship Harbor Advisors first reported a position in Principal Real Estate Income Fund in Q4 2018 and held it in 2 quarters.
  • Flagship Harbor Advisors's Principal Real Estate Income Fund position peaked at $37K in Q1 2019.
  • 27 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2019.

Based on Flagship Harbor Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.