PCG
IGR

Private Capital Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Private Capital Group’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
2019
Q3 		– Sell
-840
Closed -$6K – 2348
2019
Q2 		$6K Buy
+840
New +$6.24K ﹤0.01% 1582
2018
Q4 		– Sell
-840
Closed -$6K – 2272
2018
Q3 		$6K Hold
840
– – ﹤0.01% 1645
2018
Q2 		$6K Hold
840
– – ﹤0.01% 1608
2018
Q1 		$6K Buy
840
+799
+1,949% +$6.01K ﹤0.01% 1547
2017
Q4 		$7K Buy
+41
New +$321 ﹤0.01% 1516

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Private Capital Group's IGR Position: Q3 2019 in Review

Private Capital Group sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2019, closing a stake of 840 shares — an estimated $6K sold.

Private Capital Group first reported a position in IGR in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 115 funds tracked by Wall St. Rank hold IGR as of Q3 2019.

  • Private Capital Group reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 840 CBRE Global Real Estate Income Fund shares in Q3 2019, an estimated $6K.
  • Private Capital Group first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 5 quarters.
  • Private Capital Group's CBRE Global Real Estate Income Fund position peaked at $7K in Q4 2017.
  • 115 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.