WB
PGZ

West Bancorporation’s Principal Real Estate Income Fund PGZ Stock Holding History

West Bancorporation’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
Q3 		$21K Hold
2,000
– – 0.02% 181
2020
Q2 		$24K Hold
2,000
– – 0.03% 172
2020
Q1 		$24K Hold
2,000
– – 0.03% 165
2019
Q4 		$42K Buy
+2,000
New +$41.7K 0.04% 148

Other funds holding PGZ

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Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

West Bancorporation's PGZ Position: Q3 2020 in Review

West Bancorporation held its Principal Real Estate Income Fund (PGZ) position steady in Q3 2020 at 2,000 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #181.

West Bancorporation first reported a position in PGZ in Q4 2019 and has held it in 4 quarters since. The position peaked at $42K in Q4 2019. 34 funds tracked by Wall St. Rank hold PGZ as of Q3 2020.

  • West Bancorporation held 2,000 shares of Principal Real Estate Income Fund worth $21K as of Q3 2020.
  • West Bancorporation left its Principal Real Estate Income Fund share count unchanged in Q3 2020.
  • Principal Real Estate Income Fund made up 0.02% of West Bancorporation's portfolio in Q3 2020, its #181 holding.
  • West Bancorporation first reported a position in Principal Real Estate Income Fund in Q4 2019 and has held it in 4 quarters since.
  • West Bancorporation's Principal Real Estate Income Fund position peaked at $42K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2020.

Based on West Bancorporation's 13F filing for Q3 2020, filed 30 Oct 2020.