LWA
IGR

Lenox Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Lenox Wealth 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
2021
Q4 		– Sell
-73
Closed -$1K – 982
2021
Q3 		$1K Hold
73
– – ﹤0.01% 675
2021
Q2 		$1K Buy
+73
New +$614 ﹤0.01% 669

Other funds holding IGR

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's IGR Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2021, closing a stake of 73 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IGR in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 127 funds tracked by Wall St. Rank hold IGR as of Q4 2021.

  • Lenox Wealth Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 73 CBRE Global Real Estate Income Fund shares in Q4 2021, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2021 and held it in 2 quarters.
  • Lenox Wealth Advisors's CBRE Global Real Estate Income Fund position peaked at $1K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.