GRP
PGZ

Global Retirement Partners’s Principal Real Estate Income Fund PGZ Stock Holding History

Global Retirement Partners’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
-883
Closed -$15K – 1535
2018
Q3 		$15K Hold
883
– – ﹤0.01% 922
2018
Q2 		$16K Buy
883
+177
+25% +$3.02K ﹤0.01% 870
2018
Q1 		$12K Buy
706
+238
+51% +$4K ﹤0.01% 916
2017
Q4 		$8K Buy
+468
New +$8.11K ﹤0.01% 982

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

Global Retirement Partners's PGZ Position: Q4 2018 in Review

Global Retirement Partners sold out of Principal Real Estate Income Fund (PGZ) in Q4 2018, closing a stake of 883 shares — an estimated $15K sold.

Global Retirement Partners first reported a position in PGZ in Q4 2017 and held it in 4 quarters. The position peaked at $16K in Q2 2018. 31 funds tracked by Wall St. Rank hold PGZ as of Q4 2018.

  • Global Retirement Partners reported no remaining Principal Real Estate Income Fund position as of Q4 2018 after selling out during the quarter.
  • Global Retirement Partners sold 883 Principal Real Estate Income Fund shares in Q4 2018, an estimated $15K.
  • Global Retirement Partners first reported a position in Principal Real Estate Income Fund in Q4 2017 and held it in 4 quarters.
  • Global Retirement Partners's Principal Real Estate Income Fund position peaked at $16K in Q2 2018.
  • 31 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.