Ken Fisher
IGR

Ken Fisher’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Ken Fisher’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
-11,914
Closed -$71K – 936
2020
Q3 		$71K Buy
+11,914
New +$72.3K ﹤0.01% 832
2017
Q4 		– Sell
-10,000
Closed -$79K – 878
2017
Q3 		$79K Buy
+10,000
New +$77.8K ﹤0.01% 777

Other funds holding IGR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Ken Fisher's IGR Position: Q4 2020 in Review

Ken Fisher sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2020, closing a stake of 11,914 shares — an estimated $71K sold.

Ken Fisher first reported a position in IGR in Q3 2017 and held it in 2 quarters. The position peaked at $79K in Q3 2017. 124 funds tracked by Wall St. Rank hold IGR as of Q4 2020.

  • Ken Fisher reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2020 after selling out during the quarter.
  • Ken Fisher sold 11,914 CBRE Global Real Estate Income Fund shares in Q4 2020, an estimated $71K.
  • Ken Fisher first reported a position in CBRE Global Real Estate Income Fund in Q3 2017 and held it in 2 quarters.
  • Ken Fisher's CBRE Global Real Estate Income Fund position peaked at $79K in Q3 2017.
  • 124 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2020.

Based on Fisher Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.