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

Rivernorth 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
2017 Q2	–	Sell	-57,928	Closed	-$1.02M	–	156
2017 Q1	$1.02M	Buy	+57,928	New	+$966K	0.07%	122
2014 Q3	–	Sell	-12,666	Closed	-$242K	–	185
2014 Q2	$242K	Buy	+12,666	New	+$239K	0.02%	170
2014 Q1	–	Sell	-45,022	Closed	-$768K	–	211
2013 Q4	$768K	Buy	+45,022	New	+$779K	0.06%	180

Other funds holding PGZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Rivernorth Capital Management's PGZ Position: Q2 2017 in Review

Rivernorth Capital Management sold out of Principal Real Estate Income Fund (PGZ) in Q2 2017, closing a stake of 57,928 shares — an estimated $1.02M sold.

Rivernorth Capital Management first reported a position in PGZ in Q4 2013 and held it in 3 quarters. The position peaked at $1.02M in Q1 2017. 18 funds tracked by Wall St. Rank hold PGZ as of Q2 2017.

Rivernorth Capital Management reported no remaining Principal Real Estate Income Fund position as of Q2 2017 after selling out during the quarter.
Rivernorth Capital Management sold 57,928 Principal Real Estate Income Fund shares in Q2 2017, an estimated $1.02M.
Rivernorth Capital Management first reported a position in Principal Real Estate Income Fund in Q4 2013 and held it in 3 quarters.
Rivernorth Capital Management's Principal Real Estate Income Fund position peaked at $1.02M in Q1 2017.
18 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2017.

Based on Rivernorth Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.