Wealthspire Advisors (Maryland)’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Hold	0	–	–	–	1250
2018 Q4	–	Hold	0	–	–	–	1266
2018 Q3	–	Hold	0	–	–	–	1306
2018 Q2	–	Hold	0	–	–	–	1300
2018 Q1	–	Hold	0	–	–	–	1299
2017 Q3	–	Hold	0	–	–	–	1272
2017 Q2	–	Hold	0	–	–	–	1255
2017 Q1	–	Hold	0	–	–	–	1068
2016 Q4	–	Hold	0	–	–	–	1017
2016 Q3	–	Hold	0	–	–	–	1014
2016 Q2	–	Hold	0	–	–	–	955
2016 Q1	–	Hold	0	–	–	–	902
2015 Q4	–	Hold	0	–	–	–	948

Other funds holding IGR

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

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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return