FGC
IGR

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

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+32
New +$645 ﹤0.01% 1112
2018
Q1 		$3K Buy
145
+63
+77% +$1.42K ﹤0.01% 857
2017
Q4 		$2K Buy
+82
New +$1.92K ﹤0.01% 940

Other funds holding IGR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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

Financial Gravity Companies's IGR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q4 2018: 32 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IGR as recently as Q1 2018.

Financial Gravity Companies first reported a position in IGR in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 128 funds tracked by Wall St. Rank hold IGR as of Q4 2018.

  • Financial Gravity Companies held 32 shares of CBRE Global Real Estate Income Fund worth $1K as of Q4 2018.
  • CBRE Global Real Estate Income Fund was a new Financial Gravity Companies position in Q4 2018.
  • CBRE Global Real Estate Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1112 holding.
  • Financial Gravity Companies first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's CBRE Global Real Estate Income Fund position peaked at $3K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.