LWM
IGR

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

Liberty 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
2020
Q2 		– Sell
-182
Closed -$3K – 917
2020
Q1 		$3K Buy
+182
New +$3.98K ﹤0.01% 674
2019
Q3 		– Sell
-447
Closed -$10K – 918
2019
Q2 		$10K Buy
+447
New +$9.95K 0.01% 524

Other funds holding IGR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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

Liberty Wealth Management's IGR Position: Q2 2020 in Review

Liberty Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2020, closing a stake of 182 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in IGR in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 118 funds tracked by Wall St. Rank hold IGR as of Q2 2020.

  • Liberty Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 182 CBRE Global Real Estate Income Fund shares in Q2 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's CBRE Global Real Estate Income Fund position peaked at $10K in Q2 2019.
  • 118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.