SIAP
IGR

Sterling Investment Advisors (Pennsylvania)’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-5,200
Closed -$41K – 408
2019
Q4 		$41K Hold
5,200
– – 0.02% 227
2019
Q3 		$41K Hold
5,200
– – 0.02% 225
2019
Q2 		$39K Hold
5,200
– – 0.02% 231
2019
Q1 		$39K Hold
5,200
– – 0.02% 236
2018
Q4 		$32K Buy
+5,200
New +$34.9K 0.02% 240

Other funds holding IGR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IGR Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2020, closing a stake of 5,200 shares — an estimated $41K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IGR in Q4 2018 and held it in 5 quarters. The position peaked at $41K in Q4 2019. 132 funds tracked by Wall St. Rank hold IGR as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 5,200 CBRE Global Real Estate Income Fund shares in Q1 2020, an estimated $41K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in CBRE Global Real Estate Income Fund in Q4 2018 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s CBRE Global Real Estate Income Fund position peaked at $41K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.