BWP
IGR

Baldwin Wealth Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Baldwin Wealth 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
2016
Q2 		– Sell
-300
Closed -$2K – 466
2016
Q1 		$2K Buy
+300
New +$2.17K ﹤0.01% 462

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MGAM
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CA
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AAM
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RCM
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WSFS
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Baldwin Wealth Partners's IGR Position: Q2 2016 in Review

Baldwin Wealth Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2016, closing a stake of 300 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in IGR in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 93 funds tracked by Wall St. Rank hold IGR as of Q2 2016.

  • Baldwin Wealth Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 300 CBRE Global Real Estate Income Fund shares in Q2 2016, an estimated $2K.
  • Baldwin Wealth Partners first reported a position in CBRE Global Real Estate Income Fund in Q1 2016 and held it in 1 quarter.
  • Baldwin Wealth Partners's CBRE Global Real Estate Income Fund position peaked at $2K in Q1 2016.
  • 93 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2016.

Based on Baldwin Wealth Partners's 13F filing for Q2 2016, filed 11 Aug 2016.