APP
IGR

Avantax Planning Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Avantax Planning Partners’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-167
Closed -$4K – 715
2018
Q3 		$4K Buy
+167
New +$3.76K ﹤0.01% 1167
2018
Q2 		– Sell
-167
Closed -$4K – 811
2018
Q1 		$4K Buy
+167
New +$3.77K ﹤0.01% 1422

Other funds holding IGR

UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Avantax Planning Partners's IGR Position: Q4 2018 in Review

Avantax Planning Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2018, closing a stake of 167 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in IGR in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 128 funds tracked by Wall St. Rank hold IGR as of Q4 2018.

  • Avantax Planning Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 167 CBRE Global Real Estate Income Fund shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in CBRE Global Real Estate Income Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CBRE Global Real Estate Income Fund position peaked at $4K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.