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 $617B AUM 30.33% 1-Year Est. Return

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

PPA

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

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

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

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

1CP

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

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wealthstreet Investment Advisors's IGR Position: Q2 2020 in Review

Wealthstreet Investment Advisors sold out of CBRE Global Real Estate Income Fund (IGR) in Q2 2020, closing a stake of 10,000 shares — an estimated $52K sold.

Wealthstreet Investment Advisors first reported a position in IGR in Q4 2017 and held it in 10 quarters. The position peaked at $80K in Q4 2019. 119 funds tracked by Wall St. Rank hold IGR as of Q2 2020.

Wealthstreet Investment Advisors reported no remaining CBRE Global Real Estate Income Fund position as of Q2 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 10,000 CBRE Global Real Estate Income Fund shares in Q2 2020, an estimated $52K.
Wealthstreet Investment Advisors first reported a position in CBRE Global Real Estate Income Fund in Q4 2017 and held it in 10 quarters.
Wealthstreet Investment Advisors's CBRE Global Real Estate Income Fund position peaked at $80K in Q4 2019.
119 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q2 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.