CW
IGR

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

Cobiz Wealth’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
2013
Q3 		– Sell
-1,000
Closed -$9K – 226
2013
Q2 		$9K Buy
+1,000
New +$9.55K ﹤0.01% 282

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cobiz Wealth's IGR Position: Q3 2013 in Review

Cobiz Wealth sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2013, closing a stake of 1,000 shares — an estimated $9K sold.

Cobiz Wealth first reported a position in IGR in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 78 funds tracked by Wall St. Rank hold IGR as of Q3 2013.

  • Cobiz Wealth reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 1,000 CBRE Global Real Estate Income Fund shares in Q3 2013, an estimated $9K.
  • Cobiz Wealth first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's CBRE Global Real Estate Income Fund position peaked at $9K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.