LCM
PGZ

Laurion Capital Management’s Principal Real Estate Income Fund PGZ Stock Holding History

Laurion Capital Management’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
Q1 		– Sell
-78,869
Closed -$1.36M – 1608
2017
Q4 		$1.36M Buy
+78,869
New +$1.37M 0.01% 891
2017
Q1 		– Sell
-20,568
Closed -$328K – 1521
2016
Q4 		$328K Buy
+20,568
New +$337K ﹤0.01% 915

Other funds holding PGZ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Laurion Capital Management's PGZ Position: Q1 2018 in Review

Laurion Capital Management sold out of Principal Real Estate Income Fund (PGZ) in Q1 2018, closing a stake of 78,869 shares — an estimated $1.36M sold.

Laurion Capital Management first reported a position in PGZ in Q4 2016 and held it in 2 quarters. The position peaked at $1.36M in Q4 2017. 23 funds tracked by Wall St. Rank hold PGZ as of Q1 2018.

  • Laurion Capital Management reported no remaining Principal Real Estate Income Fund position as of Q1 2018 after selling out during the quarter.
  • Laurion Capital Management sold 78,869 Principal Real Estate Income Fund shares in Q1 2018, an estimated $1.36M.
  • Laurion Capital Management first reported a position in Principal Real Estate Income Fund in Q4 2016 and held it in 2 quarters.
  • Laurion Capital Management's Principal Real Estate Income Fund position peaked at $1.36M in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2018.

Based on Laurion Capital Management's 13F filing for Q1 2018, filed 14 May 2018.