Wealthstreet Investment Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Wealthstreet Investment Advisors’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
2020 Q2	–	Sell	-10,000	Closed	-$52K	–	335
2020 Q1	$52K	Hold	10,000	–	–	0.01%	302
2019 Q4	$80K	Hold	10,000	–	–	0.01%	345
2019 Q3	$79K	Hold	10,000	–	–	0.01%	332
2019 Q2	$75K	Hold	10,000	–	–	0.01%	338
2019 Q1	$75K	Hold	10,000	–	–	0.01%	340
2018 Q4	$68K	Hold	10,000	–	–	0.01%	329
2018 Q3	$73K	Hold	10,000	–	–	0.01%	341
2018 Q2	$75K	Hold	10,000	–	–	0.01%	342
2018 Q1	$73K	Hold	10,000	–	–	0.01%	336
2017 Q4	$79K	Buy	+10,000	New	+$78.2K	0.01%	329

Other funds holding IGR

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

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