TFA
PGZ

Tobias Financial Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-6,690
Closed -$141K – 214
2019
Q4 		$141K Buy
+6,690
New +$139K 0.09% 61

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MC
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First Trust Advisors
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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
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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

Tobias Financial Advisors's PGZ Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Principal Real Estate Income Fund (PGZ) in Q1 2020, closing a stake of 6,690 shares — an estimated $141K sold.

Tobias Financial Advisors first reported a position in PGZ in Q4 2019 and held it in 1 quarter. The position peaked at $141K in Q4 2019. 38 funds tracked by Wall St. Rank hold PGZ as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Principal Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 6,690 Principal Real Estate Income Fund shares in Q1 2020, an estimated $141K.
  • Tobias Financial Advisors first reported a position in Principal Real Estate Income Fund in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Principal Real Estate Income Fund position peaked at $141K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.