BWM
IGR

Benchmark Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Benchmark Wealth Management’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
2020
Q2 		– Sell
-42,091
Closed -$221K – 48
2020
Q1 		$221K Hold
42,091
– – 0.22% 37
2019
Q4 		$338K Buy
+42,091
New +$334K 0.29% 29

Other funds holding IGR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Benchmark Wealth Management's IGR Position: Q2 2020 in Review

Benchmark Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2020, closing a stake of 42,091 shares — an estimated $221K sold.

Benchmark Wealth Management first reported a position in IGR in Q4 2019 and held it in 2 quarters. The position peaked at $338K in Q4 2019. 119 funds tracked by Wall St. Rank hold IGR as of Q2 2020.

  • Benchmark Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2020 after selling out during the quarter.
  • Benchmark Wealth Management sold 42,091 CBRE Global Real Estate Income Fund shares in Q2 2020, an estimated $221K.
  • Benchmark Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2019 and held it in 2 quarters.
  • Benchmark Wealth Management's CBRE Global Real Estate Income Fund position peaked at $338K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2020.

Based on Benchmark Wealth Management's 13F filing for Q2 2020, filed 9 Jul 2020.