FT
IGR

Fiduciary Trust’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Fiduciary Trust’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
2014
Q4 		– Sell
-11,586
Closed -$98K – 352
2014
Q3 		$98K Hold
11,586
– – ﹤0.01% 340
2014
Q2 		$105K Hold
11,586
– – ﹤0.01% 338
2014
Q1 		$96K Hold
11,586
– – ﹤0.01% 322
2013
Q4 		$92K Hold
11,586
– – ﹤0.01% 312
2013
Q3 		$93K Hold
11,586
– – ﹤0.01% 309
2013
Q2 		$104K Buy
+11,586
New +$111K ﹤0.01% 297

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return