DWM
IGR

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

Doyle 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
Q1 		– Sell
-604
Closed -$11K – 430
2018
Q4 		$11K Buy
+604
New +$12.2K ﹤0.01% 606

Other funds holding IGR

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Doyle Wealth Management's IGR Position: Q1 2019 in Review

Doyle Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2019, closing a stake of 604 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in IGR in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 126 funds tracked by Wall St. Rank hold IGR as of Q1 2019.

  • Doyle Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 604 CBRE Global Real Estate Income Fund shares in Q1 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's CBRE Global Real Estate Income Fund position peaked at $11K in Q4 2018.
  • 126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.