DWM
IGR

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

Destination 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
2019
Q2 		– Sell
-246
Closed -$6K – 645
2019
Q1 		$6K Buy
+246
New +$5.17K ﹤0.01% 529

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

Destination Wealth Management's IGR Position: Q2 2019 in Review

Destination Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2019, closing a stake of 246 shares — an estimated $6K sold.

Destination Wealth Management first reported a position in IGR in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 128 funds tracked by Wall St. Rank hold IGR as of Q2 2019.

  • Destination Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 246 CBRE Global Real Estate Income Fund shares in Q2 2019, an estimated $6K.
  • Destination Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's CBRE Global Real Estate Income Fund position peaked at $6K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.