Sargent Bickham Lagudis’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Sargent Bickham Lagudis’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	-1,073	Closed	-$17K	–	788
2020 Q1	$17K	Hold	1,073	–	–	﹤0.01%	492
2019 Q4	$26K	Hold	1,073	–	–	﹤0.01%	486
2019 Q3	$25K	Hold	1,073	–	–	﹤0.01%	437
2019 Q2	$24K	Hold	1,073	–	–	﹤0.01%	460
2019 Q1	$24K	Buy	+1,073	New	+$22.5K	﹤0.01%	486

Other funds holding IGR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Sargent Bickham Lagudis's IGR Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2020, closing a stake of 1,073 shares — an estimated $17K sold.

Sargent Bickham Lagudis first reported a position in IGR in Q1 2019 and held it in 5 quarters. The position peaked at $26K in Q4 2019. 118 funds tracked by Wall St. Rank hold IGR as of Q2 2020.

Sargent Bickham Lagudis reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,073 CBRE Global Real Estate Income Fund shares in Q2 2020, an estimated $17K.
Sargent Bickham Lagudis first reported a position in CBRE Global Real Estate Income Fund in Q1 2019 and held it in 5 quarters.
Sargent Bickham Lagudis's CBRE Global Real Estate Income Fund position peaked at $26K in Q4 2019.
118 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.