WP
IGR

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

WealthPLAN 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
2017
Q2 		– Sell
-1,451
Closed -$10.9K – 294
2017
Q1 		$10.9K Buy
+1,451
New +$10.8K 0.04% 257
2016
Q3 		$11.6K Sell
1,394
-1,346
-49% -$11.3K ﹤0.01% 574
2016
Q2 		$11.3K Buy
+2,740
New +$21.6K ﹤0.01% 1688

Other funds holding IGR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

WealthPLAN Partners's IGR Position: Q2 2017 in Review

WealthPLAN Partners sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2017, closing a stake of 1,451 shares — an estimated $10.9K sold.

WealthPLAN Partners first reported a position in IGR in Q2 2016 and held it in 3 quarters. The position peaked at $11.6K in Q3 2016. 90 funds tracked by Wall St. Rank hold IGR as of Q2 2017.

  • WealthPLAN Partners reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,451 CBRE Global Real Estate Income Fund shares in Q2 2017, an estimated $10.9K.
  • WealthPLAN Partners first reported a position in CBRE Global Real Estate Income Fund in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's CBRE Global Real Estate Income Fund position peaked at $11.6K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.