BWM
IGR

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

BerganKDV 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
Q3 		– Sell
-167
Closed -$3K – 955
2020
Q2 		$3K Hold
167
– – ﹤0.01% 700
2020
Q1 		$3K Buy
+167
New +$3.65K ﹤0.01% 668

Other funds holding IGR

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CA
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PPA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

BerganKDV Wealth Management's IGR Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2020, closing a stake of 167 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in IGR in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 130 funds tracked by Wall St. Rank hold IGR as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 167 CBRE Global Real Estate Income Fund shares in Q3 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's CBRE Global Real Estate Income Fund position peaked at $3K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.