Placemark Investments’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Placemark Investments’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
2014 Q4	$345K	Buy	+12,806	New	+$334K	0.01%	1339

Other funds holding IGR

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

PPA

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Placemark Investments's IGR Position: Q4 2014 in Review

Placemark Investments opened a new position in CBRE Global Real Estate Income Fund (IGR) in Q4 2014: 12,806 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #1339 among its holdings.

96 funds tracked by Wall St. Rank hold IGR as of Q4 2014.

Placemark Investments held 12,806 shares of CBRE Global Real Estate Income Fund worth $345K as of Q4 2014.
CBRE Global Real Estate Income Fund was a new Placemark Investments position in Q4 2014.
CBRE Global Real Estate Income Fund made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1339 holding.
96 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.