Kore Private Wealth’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-30	Closed	–	–	646
2020 Q2	$0	Hold	30	–	–	﹤0.01%	1207
2020 Q1	$0	Hold	30	–	–	﹤0.01%	1131
2019 Q4	$1K	Buy	+30	New	+$713	﹤0.01%	992
2019 Q2	–	Sell	-30	Closed	-$1K	–	499
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	881
2018 Q4	$1K	Buy	+30	New	+$604	﹤0.01%	836

Other funds holding IGR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Kore Private Wealth's IGR Position: Q3 2020 in Review

Kore Private Wealth sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2020, closing a stake of 30 shares.

Kore Private Wealth first reported a position in IGR in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 130 funds tracked by Wall St. Rank hold IGR as of Q3 2020.

Kore Private Wealth reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 30 CBRE Global Real Estate Income Fund shares in Q3 2020.
Kore Private Wealth first reported a position in CBRE Global Real Estate Income Fund in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's CBRE Global Real Estate Income Fund position peaked at $1K in Q4 2019.
130 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.