Gradient Investments’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Gradient Investments’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	–	Sell	-118	Closed	-$3K	–	994
2018 Q3	$3K	Hold	118	–	–	﹤0.01%	805
2018 Q2	$3K	Hold	118	–	–	﹤0.01%	773
2018 Q1	$3K	Sell	118 -14	-11%	-$316	﹤0.01%	779
2017 Q4	$3K	Buy	+132	New	+$3.1K	﹤0.01%	758
2015 Q3	–	Sell	-221	Closed	-$5K	–	644
2015 Q2	$5K	Buy	+221	New	+$5.67K	﹤0.01%	468
2014 Q2	–	Sell	-410	Closed	-$10K	–	530
2014 Q1	$10K	Buy	+410	New	+$10.1K	﹤0.01%	344
2013 Q3	–	Sell	-275	Closed	-$7K	–	548
2013 Q2	$7K	Buy	+275	New	+$7.88K	﹤0.01%	288

Other funds holding IGR

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

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

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

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

Gradient Investments's IGR Position: Q4 2018 in Review

Gradient Investments sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2018, closing a stake of 118 shares — an estimated $3K sold.

Gradient Investments first reported a position in IGR in Q2 2013 and held it in 7 quarters. The position peaked at $10K in Q1 2014. 128 funds tracked by Wall St. Rank hold IGR as of Q4 2018.

Gradient Investments reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 118 CBRE Global Real Estate Income Fund shares in Q4 2018, an estimated $3K.
Gradient Investments first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and held it in 7 quarters.
Gradient Investments's CBRE Global Real Estate Income Fund position peaked at $10K in Q1 2014.
128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.