UBS AM
IGR

UBS AM’s CBRE Global Real Estate Income Fund IGR Stock Holding History

UBS AM’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
Q2 		– Sell
-1
Closed -$30 – 2864
2019
Q1 		$30 Buy
+1
New +$21 ﹤0.01% 2790
2018
Q3 		– Sell
-1
Closed -$30 – 2795
2018
Q2 		$30 Buy
+1
New +$22 ﹤0.01% 2778
2017
Q1 		– Sell
-2
Closed – – 2473
2016
Q4 		$0 Buy
+2
New +$45 ﹤0.01% 2567

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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

UBS AM's IGR Position: Q2 2019 in Review

UBS AM sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2019, closing a stake of 1 share — an estimated $30 sold.

UBS AM first reported a position in IGR in Q4 2016 and held it in 3 quarters. The position peaked at $30 in Q1 2019. 128 funds tracked by Wall St. Rank hold IGR as of Q2 2019.

  • UBS AM reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
  • UBS AM sold 1 CBRE Global Real Estate Income Fund share in Q2 2019, an estimated $30.
  • UBS AM first reported a position in CBRE Global Real Estate Income Fund in Q4 2016 and held it in 3 quarters.
  • UBS AM's CBRE Global Real Estate Income Fund position peaked at $30 in Q1 2019.
  • 128 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2019.

Based on UBS AM's 13F filing for Q2 2019, filed 15 Aug 2019.