TFA
IGR

Transamerica Financial Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Transamerica Financial Advisors’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
2013
Q3 		– Sell
-247
Closed -$3K – 614
2013
Q2 		$3K Buy
+247
New +$2.36K ﹤0.01% 505

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Transamerica Financial Advisors's IGR Position: Q3 2013 in Review

Transamerica Financial Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2013, closing a stake of 247 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in IGR in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 78 funds tracked by Wall St. Rank hold IGR as of Q3 2013.

  • Transamerica Financial Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2013 after selling out during the quarter.
  • Transamerica Financial Advisors sold 247 CBRE Global Real Estate Income Fund shares in Q3 2013, an estimated $3K.
  • Transamerica Financial Advisors first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and held it in 1 quarter.
  • Transamerica Financial Advisors's CBRE Global Real Estate Income Fund position peaked at $3K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2013.

Based on Transamerica Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.