JFA
IGR

JNBA Financial Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-1,206
Closed -$30K – 876
2016
Q3 		$30K Buy
+1,206
New +$30.4K ﹤0.01% 683

Other funds holding IGR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

JNBA Financial Advisors's IGR Position: Q4 2016 in Review

JNBA Financial Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2016, closing a stake of 1,206 shares — an estimated $30K sold.

JNBA Financial Advisors first reported a position in IGR in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 96 funds tracked by Wall St. Rank hold IGR as of Q4 2016.

  • JNBA Financial Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,206 CBRE Global Real Estate Income Fund shares in Q4 2016, an estimated $30K.
  • JNBA Financial Advisors first reported a position in CBRE Global Real Estate Income Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's CBRE Global Real Estate Income Fund position peaked at $30K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.