JWA
PGZ

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

JFS Wealth 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
2015
Q4 		– Sell
-1,000
Closed -$17K – 559
2015
Q3 		$17K Buy
+1,000
New +$17.8K 0.01% 288

Other funds holding PGZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's PGZ Position: Q4 2015 in Review

JFS Wealth Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q4 2015, closing a stake of 1,000 shares — an estimated $17K sold.

JFS Wealth Advisors first reported a position in PGZ in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 22 funds tracked by Wall St. Rank hold PGZ as of Q4 2015.

  • JFS Wealth Advisors reported no remaining Principal Real Estate Income Fund position as of Q4 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,000 Principal Real Estate Income Fund shares in Q4 2015, an estimated $17K.
  • JFS Wealth Advisors first reported a position in Principal Real Estate Income Fund in Q3 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's Principal Real Estate Income Fund position peaked at $17K in Q3 2015.
  • 22 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q4 2015.

Based on JFS Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.