CFGS
IGR

Concourse Financial Group Securities’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Concourse Financial Group Securities’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
-2,534
Closed -$18.8K – 2317
2019
Q1 		$18K Sell
2,534
-550
-18% -$3.85K ﹤0.01% 1305
2018
Q4 		$18K Buy
3,084
+550
+22% +$3.69K ﹤0.01% 1203
2018
Q3 		$18K Buy
+2,534
New +$19K 0.01% 892

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Concourse Financial Group Securities's IGR Position: Q2 2019 in Review

Concourse Financial Group Securities sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2019, closing a stake of 2,534 shares — an estimated $18.8K sold.

Concourse Financial Group Securities first reported a position in IGR in Q3 2018 and held it in 3 quarters. The position peaked at $18K in Q1 2019. 128 funds tracked by Wall St. Rank hold IGR as of Q2 2019.

  • Concourse Financial Group Securities reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,534 CBRE Global Real Estate Income Fund shares in Q2 2019, an estimated $18.8K.
  • Concourse Financial Group Securities first reported a position in CBRE Global Real Estate Income Fund in Q3 2018 and held it in 3 quarters.
  • Concourse Financial Group Securities's CBRE Global Real Estate Income Fund position peaked at $18K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2019.

Based on Concourse Financial Group Securities's 13F filing for Q2 2019, filed 13 Aug 2019.