DI
IGR

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

Disciplined 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
2020
Q4 		– Sell
-230
Closed -$1K – 356
2020
Q3 		$1K Buy
+230
New +$1.4K ﹤0.01% 376

Other funds holding IGR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Disciplined Investments's IGR Position: Q4 2020 in Review

Disciplined Investments sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2020, closing a stake of 230 shares — an estimated $1K sold.

Disciplined Investments first reported a position in IGR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 124 funds tracked by Wall St. Rank hold IGR as of Q4 2020.

  • Disciplined Investments reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 230 CBRE Global Real Estate Income Fund shares in Q4 2020, an estimated $1K.
  • Disciplined Investments first reported a position in CBRE Global Real Estate Income Fund in Q3 2020 and held it in 1 quarter.
  • Disciplined Investments's CBRE Global Real Estate Income Fund position peaked at $1K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.