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	-4	Closed	–	–	1169
2021 Q1	$0	Buy	+4	New	+$29	﹤0.01%	2084
2020 Q2	–	Sell	-13	Closed	–	–	827
2020 Q1	$0	Hold	13	–	–	﹤0.01%	1538
2019 Q4	$0	Hold	13	–	–	﹤0.01%	1410
2019 Q3	$0	Sell	13 -1,404	-99%	-$10.7K	﹤0.01%	1374
2019 Q2	$11K	Buy	1,417 +1,413	+35,325%	+$10.5K	﹤0.01%	880
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1244
2018 Q4	$0	Hold	4	–	–	﹤0.01%	1238
2018 Q3	$0	Hold	4	–	–	﹤0.01%	1265
2018 Q2	$0	Hold	4	–	–	﹤0.01%	1270
2018 Q1	$0	Sell	4 -100	-96%	-$753	﹤0.01%	1162
2017 Q4	$1K	Buy	104 +4	+4%	+$31	﹤0.01%	997
2017 Q3	$1K	Buy	+100	New	+$778	﹤0.01%	823

Other funds holding IGR

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return