Wealthcare Advisory Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1	Closed	–	–	1169
2021 Q1	$0	Buy	+1	New	+$22	﹤0.01%	2084
2020 Q2	–	Sell	-4	Closed	–	–	827
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1538
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1410
2019 Q3	$0	Sell	4 -468	-99%	-$10.7K	﹤0.01%	1374
2019 Q2	$11K	Buy	472 +471	+47,100%	+$10.5K	﹤0.01%	880
2019 Q1	$0	Hold	1	–	–	﹤0.01%	1244
2018 Q4	$0	Hold	1	–	–	﹤0.01%	1238
2018 Q3	$0	Hold	1	–	–	﹤0.01%	1265
2018 Q2	$0	Hold	1	–	–	﹤0.01%	1270
2018 Q1	$0	Sell	1 -34	-97%	-$768	﹤0.01%	1162
2017 Q4	$1K	Buy	35 +2	+6%	+$47	﹤0.01%	997
2017 Q3	$1K	Buy	+33	New	+$771	﹤0.01%	823

Other funds holding IGR

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealthcare Advisory Partners's IGR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2021, closing a stake of 1 share.

Wealthcare Advisory Partners first reported a position in IGR in Q3 2017 and held it in 12 quarters. The position peaked at $11K in Q2 2019. 119 funds tracked by Wall St. Rank hold IGR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1 CBRE Global Real Estate Income Fund share in Q2 2021.
Wealthcare Advisory Partners first reported a position in CBRE Global Real Estate Income Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's CBRE Global Real Estate Income Fund position peaked at $11K in Q2 2019.
119 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.