GWM
IGR

Greenwich Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Greenwich Wealth 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
2017
Q1 		– Sell
-9,347
Closed -$205K – 196
2016
Q4 		$205K Buy
9,347
+219
+2% +$4.93K 0.03% 179
2016
Q3 		$230K Sell
9,128
-12,633
-58% -$319K 0.04% 177
2016
Q2 		$537K Buy
21,761
+528
+2% +$12.5K 0.13% 117
2016
Q1 		$497K Buy
+21,233
New +$461K 0.13% 120

Other funds holding IGR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Greenwich Wealth Management's IGR Position: Q1 2017 in Review

Greenwich Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2017, closing a stake of 9,347 shares — an estimated $205K sold.

Greenwich Wealth Management first reported a position in IGR in Q1 2016 and held it in 4 quarters. The position peaked at $537K in Q2 2016. 86 funds tracked by Wall St. Rank hold IGR as of Q1 2017.

  • Greenwich Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 9,347 CBRE Global Real Estate Income Fund shares in Q1 2017, an estimated $205K.
  • Greenwich Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q1 2016 and held it in 4 quarters.
  • Greenwich Wealth Management's CBRE Global Real Estate Income Fund position peaked at $537K in Q2 2016.
  • 86 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.