KJWM
IGR

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

Kiley Juergens 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
2018
Q3 		– Sell
-2
Closed – – 699
2018
Q2 		$0 Buy
+2
New +$44 ﹤0.01% 635
2018
Q1 		– Sell
-2
Closed – – 320
2017
Q4 		$0 Buy
+2
New +$47 ﹤0.01% 687

Other funds holding IGR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Kiley Juergens Wealth Management's IGR Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2018, closing a stake of 2 shares.

Kiley Juergens Wealth Management first reported a position in IGR in Q4 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 113 funds tracked by Wall St. Rank hold IGR as of Q3 2018.

  • Kiley Juergens Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 2 CBRE Global Real Estate Income Fund shares in Q3 2018.
  • Kiley Juergens Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's CBRE Global Real Estate Income Fund position peaked at $0 in Q2 2018.
  • 113 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.