Selective Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Selective Wealth Management’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	-470	Closed	-$8K	–	406
2022 Q3	$8K	Sell	470 -102	-18%	-$2.24K	﹤0.01%	548
2022 Q2	$12K	Buy	572 +102	+22%	+$2.45K	﹤0.01%	539
2022 Q1	$13K	Hold	470	–	–	﹤0.01%	502
2021 Q4	$14K	Hold	470	–	–	0.01%	448
2021 Q3	$12K	Hold	470	–	–	0.01%	412
2021 Q2	$12K	Hold	470	–	–	0.01%	321
2021 Q1	$11K	Hold	470	–	–	0.01%	243
2020 Q4	$10K	Hold	470	–	–	0.01%	244
2020 Q3	$8K	Hold	470	–	–	0.01%	214
2020 Q2	$8K	Hold	470	–	–	0.01%	254
2020 Q1	$7K	Hold	470	–	–	0.01%	174
2019 Q4	$11K	Hold	470	–	–	0.01%	153
2019 Q3	$11K	Buy	+470	New	+$10.8K	0.02%	163
2018 Q3	$10K	Buy	+467	New	+$10.5K	0.12%	87

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Selective Wealth Management's IGR Position: Q4 2022 in Review

Selective Wealth Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2022, closing a stake of 470 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in IGR in Q3 2018 and held it in 14 quarters. The position peaked at $14K in Q4 2021. 126 funds tracked by Wall St. Rank hold IGR as of Q4 2022.

Selective Wealth Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 470 CBRE Global Real Estate Income Fund shares in Q4 2022, an estimated $8K.
Selective Wealth Management first reported a position in CBRE Global Real Estate Income Fund in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's CBRE Global Real Estate Income Fund position peaked at $14K in Q4 2021.
126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.