IWP
IGR

Icon Wealth Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-784
Closed -$18K – 449
2019
Q1 		$18K Buy
+784
New +$16.5K 0.01% 582
2018
Q3 		– Sell
-784
Closed -$18K – 483
2018
Q2 		$18K Buy
+784
New +$17.4K 0.01% 606
2018
Q1 		– Sell
-784
Closed -$19K – 481
2017
Q4 		$19K Buy
+784
New +$18.4K 0.01% 620

Other funds holding IGR

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UBS Group
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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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Icon Wealth Partners's IGR Position: Q2 2019 in Review

Icon Wealth Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2019, closing a stake of 784 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in IGR in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 128 funds tracked by Wall St. Rank hold IGR as of Q2 2019.

  • Icon Wealth Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 784 CBRE Global Real Estate Income Fund shares in Q2 2019, an estimated $18K.
  • Icon Wealth Partners first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's CBRE Global Real Estate Income Fund position peaked at $19K in Q4 2017.
  • 128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.