BTS
IGR

BB&T Securities’s CBRE Global Real Estate Income Fund IGR Stock Holding History

BB&T Securities’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
2019
Q3 		$275K Sell
34,628
-2,760
-7% -$21.1K ﹤0.01% 1354
2019
Q2 		$280K Sell
37,388
-1,219
-3% -$9.05K ﹤0.01% 1344
2019
Q1 		$288K Sell
38,607
-1,858
-5% -$13K ﹤0.01% 1315
2018
Q4 		$249K Buy
40,465
+2,089
+5% +$14K ﹤0.01% 1270
2018
Q3 		$280K Buy
38,376
+6,234
+19% +$46.7K ﹤0.01% 1345
2018
Q2 		$242K Sell
32,142
-1,970
-6% -$14.6K ﹤0.01% 1373
2018
Q1 		$249K Sell
34,112
-59
-0.2% -$444 ﹤0.01% 1306
2017
Q4 		$270K Buy
34,171
+16,979
+99% +$133K ﹤0.01% 1230
2017
Q3 		$135K Buy
17,192
+4,293
+33% +$33.4K ﹤0.01% 1345
2017
Q2 		$99K Buy
+12,899
New +$98.4K ﹤0.01% 1348

Other funds holding IGR

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return