Financial Gravity Asset Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-1	Closed	–	–	1541
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1365
2019 Q2	$0	Sell	1 -31	-97%	-$690	﹤0.01%	1433
2019 Q1	$1K	Buy	+32	New	+$672	﹤0.01%	1117
2018 Q3	$4K	Buy	219 +20	+10%	+$450	﹤0.01%	777
2018 Q2	$4K	Buy	199 +54	+37%	+$1.2K	﹤0.01%	830
2018 Q1	$3K	Buy	+145	New	+$3.27K	﹤0.01%	857

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 Gravity Asset Management's IGR Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2019, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in IGR in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 119 funds tracked by Wall St. Rank hold IGR as of Q4 2019.

Financial Gravity Asset Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 1 CBRE Global Real Estate Income Fund share in Q4 2019.
Financial Gravity Asset Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's CBRE Global Real Estate Income Fund position peaked at $4K in Q3 2018.
119 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.