UCFA
IGR.RT

United Capital Financial Advisors’s CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) IGR.RT Stock Holding History

United Capital Financial Advisors’s Portfolio IGR.RT Stock Details IGR.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,850
Closed -$476 – 991
2023
Q1 		$476 Buy
+15,850
New +$268 ﹤0.01% 964

United Capital Financial Advisors's IGR.RT Position: Q2 2023 in Review

United Capital Financial Advisors sold out of CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) (IGR.RT) in Q2 2023, closing a stake of 15,850 shares — an estimated $476 sold.

United Capital Financial Advisors first reported a position in IGR.RT in Q1 2023 and held it in 1 quarter. The position peaked at $476 in Q1 2023. 0 funds tracked by Wall St. Rank hold IGR.RT as of Q2 2023.

  • United Capital Financial Advisors reported no remaining CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) position as of Q2 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,850 CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) shares in Q2 2023, an estimated $476.
  • United Capital Financial Advisors first reported a position in CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) in Q1 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) position peaked at $476 in Q1 2023.
  • 0 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.