CA
IGR

Calton & Associates’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Calton & Associates’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
Q1 		– Sell
-845
Closed -$19K – 786
2017
Q4 		$19K Buy
+845
New +$19.8K ﹤0.01% 894

Other funds holding IGR

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Calton & Associates's IGR Position: Q1 2018 in Review

Calton & Associates sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2018, closing a stake of 845 shares — an estimated $19K sold.

Calton & Associates first reported a position in IGR in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 105 funds tracked by Wall St. Rank hold IGR as of Q1 2018.

  • Calton & Associates reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 845 CBRE Global Real Estate Income Fund shares in Q1 2018, an estimated $19K.
  • Calton & Associates first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's CBRE Global Real Estate Income Fund position peaked at $19K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.