FIM
IGR

Freedom Investment Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Freedom Investment 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
Q1 		– Sell
-4,357
Closed -$81K – 734
2018
Q4 		$81K Sell
4,357
-382
-8% -$7.7K 0.01% 741
2018
Q3 		$107K Buy
4,739
+361
+8% +$8.12K 0.01% 881
2018
Q2 		$99K Buy
4,378
+279
+7% +$6.21K 0.01% 934
2018
Q1 		$90K Buy
4,099
+480
+13% +$10.8K ﹤0.01% 1092
2017
Q4 		$86K Buy
+3,619
New +$84.9K ﹤0.01% 1108

Other funds holding IGR

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Freedom Investment Management's IGR Position: Q1 2019 in Review

Freedom Investment Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2019, closing a stake of 4,357 shares — an estimated $81K sold.

Freedom Investment Management first reported a position in IGR in Q4 2017 and held it in 5 quarters. The position peaked at $107K in Q3 2018. 126 funds tracked by Wall St. Rank hold IGR as of Q1 2019.

  • Freedom Investment Management reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2019 after selling out during the quarter.
  • Freedom Investment Management sold 4,357 CBRE Global Real Estate Income Fund shares in Q1 2019, an estimated $81K.
  • Freedom Investment Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 5 quarters.
  • Freedom Investment Management's CBRE Global Real Estate Income Fund position peaked at $107K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.