JWM
IGR

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

Jeppson 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
2020
Q4 		– Sell
-1,500
Closed -$9K – 267
2020
Q3 		$9K Buy
+1,500
New +$9.11K 0.01% 399

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1CP
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Bank of America
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CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Jeppson Wealth Management's IGR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2020, closing a stake of 1,500 shares — an estimated $9K sold.

Jeppson Wealth Management first reported a position in IGR in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 124 funds tracked by Wall St. Rank hold IGR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,500 CBRE Global Real Estate Income Fund shares in Q4 2020, an estimated $9K.
  • Jeppson Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's CBRE Global Real Estate Income Fund position peaked at $9K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.