DI
IGR

DFPG Investments’s CBRE Global Real Estate Income Fund IGR Stock Holding History

DFPG Investments’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
Q3 		– Sell
-3,355
Closed -$77K – 170
2019
Q2 		$77K Hold
3,355
– – 0.07% 157
2019
Q1 		$75K Sell
3,355
-217
-6% -$4.56K 0.08% 135
2018
Q4 		$66K Buy
+3,572
New +$72K 0.09% 116

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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
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DFPG Investments's IGR Position: Q3 2019 in Review

DFPG Investments sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2019, closing a stake of 3,355 shares — an estimated $77K sold.

DFPG Investments first reported a position in IGR in Q4 2018 and held it in 3 quarters. The position peaked at $77K in Q2 2019. 115 funds tracked by Wall St. Rank hold IGR as of Q3 2019.

  • DFPG Investments reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2019 after selling out during the quarter.
  • DFPG Investments sold 3,355 CBRE Global Real Estate Income Fund shares in Q3 2019, an estimated $77K.
  • DFPG Investments first reported a position in CBRE Global Real Estate Income Fund in Q4 2018 and held it in 3 quarters.
  • DFPG Investments's CBRE Global Real Estate Income Fund position peaked at $77K in Q2 2019.
  • 115 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2019.

Based on DFPG Investments's 13F filing for Q3 2019, filed 15 Oct 2019.