WANY
IGR

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

Wealthspire Advisors (New York)’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 		– Sell
-682
Closed -$13K – 398
2018
Q4 		$13K Buy
+682
New +$13.7K ﹤0.01% 439

Other funds holding IGR

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1CP
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
CA
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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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s IGR Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of CBRE Global Real Estate Income Fund (IGR) in Q1 2019, closing a stake of 682 shares — an estimated $13K sold.

Wealthspire Advisors (New York) first reported a position in IGR in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 126 funds tracked by Wall St. Rank hold IGR as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining CBRE Global Real Estate Income Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 682 CBRE Global Real Estate Income Fund shares in Q1 2019, an estimated $13K.
  • Wealthspire Advisors (New York) first reported a position in CBRE Global Real Estate Income Fund in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s CBRE Global Real Estate Income Fund position peaked at $13K in Q4 2018.
  • 126 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.