FPCP
IGR

Fort Point Capital Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Fort Point Capital Partners’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
2016
Q4 		– Sell
-3,333
Closed -$84K – 127
2016
Q3 		$84K Hold
3,333
– – 0.04% 141
2016
Q2 		$82K Hold
3,333
– – 0.04% 122
2016
Q1 		$78K Buy
+3,333
New +$72.4K 0.04% 110

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Wells Fargo
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Fort Point Capital Partners's IGR Position: Q4 2016 in Review

Fort Point Capital Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2016, closing a stake of 3,333 shares — an estimated $84K sold.

Fort Point Capital Partners first reported a position in IGR in Q1 2016 and held it in 3 quarters. The position peaked at $84K in Q3 2016. 96 funds tracked by Wall St. Rank hold IGR as of Q4 2016.

  • Fort Point Capital Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2016 after selling out during the quarter.
  • Fort Point Capital Partners sold 3,333 CBRE Global Real Estate Income Fund shares in Q4 2016, an estimated $84K.
  • Fort Point Capital Partners first reported a position in CBRE Global Real Estate Income Fund in Q1 2016 and held it in 3 quarters.
  • Fort Point Capital Partners's CBRE Global Real Estate Income Fund position peaked at $84K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2016.

Based on Fort Point Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.