Certified Advisory Corp’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-209	Closed	-$5K	–	810
2019 Q1	$5K	Buy	209 +5	+2%	+$105	﹤0.01%	631
2018 Q4	$4K	Buy	204 +4	+2%	+$81	﹤0.01%	645
2018 Q3	$4K	Buy	200 +4	+2%	+$90	﹤0.01%	673
2018 Q2	$4K	Sell	196 -45	-19%	-$1K	﹤0.01%	650
2018 Q1	$5K	Buy	241 +4	+2%	+$90	﹤0.01%	599
2017 Q4	$5K	Buy	+237	New	+$5.56K	﹤0.01%	565

Other funds holding IGR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Certified Advisory Corp's IGR Position: Q2 2019 in Review

Certified Advisory Corp sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2019, closing a stake of 209 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in IGR in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 128 funds tracked by Wall St. Rank hold IGR as of Q2 2019.

Certified Advisory Corp reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 209 CBRE Global Real Estate Income Fund shares in Q2 2019, an estimated $5K.
Certified Advisory Corp first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's CBRE Global Real Estate Income Fund position peaked at $5K in Q1 2019.
128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.