MA
IGR

MUFG Americas’s CBRE Global Real Estate Income Fund IGR Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-700
Closed -$4K – 399
2022
Q3 		$4K Buy
+700
New +$5.12K ﹤0.01% 767
2017
Q3 		– Sell
-332
Closed -$3K – 1179
2017
Q2 		$3K Sell
332
-10
-3% -$76 ﹤0.01% 993
2017
Q1 		$3K Buy
+342
New +$2.55K ﹤0.01% 998
2015
Q2 		– Sell
-754
Closed -$7K – 1212
2015
Q1 		$7K Buy
754
+202
+37% +$1.84K ﹤0.01% 967
2014
Q4 		$5K Hold
552
– – ﹤0.01% 1079
2014
Q3 		$5K Buy
552
+4
+0.7% +$36 ﹤0.01% 1084
2014
Q2 		$5K Buy
548
+6
+1% +$52 ﹤0.01% 1024
2014
Q1 		$5K Buy
542
+6
+1% +$49 ﹤0.01% 973
2013
Q4 		$4K Buy
+536
New +$4.32K ﹤0.01% 993

Other funds holding IGR

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return