TA
PGZ

TFG Advisers’s Principal Real Estate Income Fund PGZ Stock Holding History

TFG Advisers’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
2020
Q1 		– Sell
-1,445
Closed -$30K – 365
2019
Q4 		$30K Buy
+1,445
New +$30.1K 0.02% 315

Other funds holding PGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TFG Advisers's PGZ Position: Q1 2020 in Review

TFG Advisers sold out of Principal Real Estate Income Fund (PGZ) in Q1 2020, closing a stake of 1,445 shares — an estimated $30K sold.

TFG Advisers first reported a position in PGZ in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 38 funds tracked by Wall St. Rank hold PGZ as of Q1 2020.

  • TFG Advisers reported no remaining Principal Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
  • TFG Advisers sold 1,445 Principal Real Estate Income Fund shares in Q1 2020, an estimated $30K.
  • TFG Advisers first reported a position in Principal Real Estate Income Fund in Q4 2019 and held it in 1 quarter.
  • TFG Advisers's Principal Real Estate Income Fund position peaked at $30K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.