Financial Architects (New Jersey)’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-174	Closed	-$4K	–	942
2019 Q3	$4K	Hold	174	–	–	﹤0.01%	849
2019 Q2	$4K	Buy	+174	New	+$3.87K	﹤0.01%	1030
2014 Q4	–	Sell	-721	Closed	-$18K	–	994
2014 Q3	$18K	Hold	721	–	–	0.01%	493
2014 Q2	$20K	Buy	+721	New	+$18.9K	0.01%	503
2013 Q4	–	Sell	-721	Closed	-$18K	–	344
2013 Q3	$18K	Hold	721	–	–	0.01%	410
2013 Q2	$19K	Buy	+721	New	+$20.7K	0.01%	372

Other funds holding IGR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Financial Architects (New Jersey)'s IGR Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2019, closing a stake of 174 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in IGR in Q2 2013 and held it in 6 quarters. The position peaked at $20K in Q2 2014. 119 funds tracked by Wall St. Rank hold IGR as of Q4 2019.

Financial Architects (New Jersey) reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 174 CBRE Global Real Estate Income Fund shares in Q4 2019, an estimated $4K.
Financial Architects (New Jersey) first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and held it in 6 quarters.
Financial Architects (New Jersey)'s CBRE Global Real Estate Income Fund position peaked at $20K in Q2 2014.
119 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.