WAAG
IGR

Wealth Alliance Advisory Group’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Wealth Alliance Advisory Group’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
2018
Q3 		– Sell
-3,887
Closed -$88K – 144
2018
Q2 		$88K Buy
3,887
+272
+8% +$6.05K 0.05% 129
2018
Q1 		$79K Buy
+3,615
New +$81.6K 0.05% 118

Other funds holding IGR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Wealth Alliance Advisory Group's IGR Position: Q3 2018 in Review

Wealth Alliance Advisory Group sold out of CBRE Global Real Estate Income Fund (IGR) in Q3 2018, closing a stake of 3,887 shares — an estimated $88K sold.

Wealth Alliance Advisory Group first reported a position in IGR in Q1 2018 and held it in 2 quarters. The position peaked at $88K in Q2 2018. 113 funds tracked by Wall St. Rank hold IGR as of Q3 2018.

  • Wealth Alliance Advisory Group reported no remaining CBRE Global Real Estate Income Fund position as of Q3 2018 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 3,887 CBRE Global Real Estate Income Fund shares in Q3 2018, an estimated $88K.
  • Wealth Alliance Advisory Group first reported a position in CBRE Global Real Estate Income Fund in Q1 2018 and held it in 2 quarters.
  • Wealth Alliance Advisory Group's CBRE Global Real Estate Income Fund position peaked at $88K in Q2 2018.
  • 113 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q3 2018.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.