SEI Investments
PGZ

SEI Investments’s Principal Real Estate Income Fund PGZ Stock Holding History

SEI Investments’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
-8
Closed – – 3230
2017
Q1 		$0 Hold
8
– – ﹤0.01% 3036
2016
Q4 		$0 Hold
8
– – ﹤0.01% 3023
2016
Q3 		$0 Buy
+8
New +$142 ﹤0.01% 2962

Other funds holding PGZ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
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

SEI Investments's PGZ Position: Q2 2017 in Review

SEI Investments sold out of Principal Real Estate Income Fund (PGZ) in Q2 2017, closing a stake of 8 shares.

SEI Investments first reported a position in PGZ in Q3 2016 and held it in 3 quarters. The position peaked at $0 in Q1 2017. 18 funds tracked by Wall St. Rank hold PGZ as of Q2 2017.

  • SEI Investments reported no remaining Principal Real Estate Income Fund position as of Q2 2017 after selling out during the quarter.
  • SEI Investments sold 8 Principal Real Estate Income Fund shares in Q2 2017.
  • SEI Investments first reported a position in Principal Real Estate Income Fund in Q3 2016 and held it in 3 quarters.
  • SEI Investments's Principal Real Estate Income Fund position peaked at $0 in Q1 2017.
  • 18 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q2 2017.

Based on SEI Investments's 13F filing for Q2 2017, filed 31 Jul 2017.