MFW
IGR

Mosaic Family Wealth’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Mosaic Family 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
2017
Q4 		– Sell
-221
Closed -$5K – 790
2017
Q3 		$5K Buy
+221
New +$5.16K ﹤0.01% 703

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mosaic Family Wealth's IGR Position: Q4 2017 in Review

Mosaic Family Wealth sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2017, closing a stake of 221 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in IGR in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 108 funds tracked by Wall St. Rank hold IGR as of Q4 2017.

  • Mosaic Family Wealth reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 221 CBRE Global Real Estate Income Fund shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in CBRE Global Real Estate Income Fund in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's CBRE Global Real Estate Income Fund position peaked at $5K in Q3 2017.
  • 108 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.