HighTower Advisors
PGZ icon

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

HighTower 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
2014
Q2 		– Sell
-16,680
Closed -$305K – 1690
2014
Q1 		$305K Buy
16,680
+2,250
+16% +$40K 0.01% 1163
2013
Q4 		$246K Buy
+14,430
New +$250K 0.01% 1229

Other funds holding PGZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Baird
Baird Milwaukee, Wisconsin $9.8B AUM 11.39% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HighTower Advisors's PGZ Position: Q2 2014 in Review

HighTower Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q2 2014, closing a stake of 16,680 shares — an estimated $305K sold.

HighTower Advisors first reported a position in PGZ in Q4 2013 and held it in 2 quarters. The position peaked at $305K in Q1 2014. 16 funds tracked by Wall St. Rank hold PGZ as of Q2 2014.

  • HighTower Advisors reported no remaining Principal Real Estate Income Fund position as of Q2 2014 after selling out during the quarter.
  • HighTower Advisors sold 16,680 Principal Real Estate Income Fund shares in Q2 2014, an estimated $305K.
  • HighTower Advisors first reported a position in Principal Real Estate Income Fund in Q4 2013 and held it in 2 quarters.
  • HighTower Advisors's Principal Real Estate Income Fund position peaked at $305K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2014.

Based on HighTower Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.