WCM
IGR

Windsor Capital Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-167
Closed -$3K – 244
2015
Q3 		$3K Buy
+167
New +$3.91K ﹤0.01% 466
2014
Q1 		– Sell
-167
Closed -$4K – 174
2013
Q4 		$4K Hold
167
– – ﹤0.01% 378
2013
Q3 		$4K Hold
167
– – ﹤0.01% 389
2013
Q2 		$5K Buy
+167
New +$4.79K ﹤0.01% 356

Other funds holding IGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Windsor Capital Management's IGR Position: Q4 2015 in Review

Windsor Capital Management sold out of CBRE Global Real Estate Income Fund (IGR) in Q4 2015, closing a stake of 167 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in IGR in Q2 2013 and held it in 4 quarters. The position peaked at $5K in Q2 2013. 95 funds tracked by Wall St. Rank hold IGR as of Q4 2015.

  • Windsor Capital Management reported no remaining CBRE Global Real Estate Income Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 167 CBRE Global Real Estate Income Fund shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in CBRE Global Real Estate Income Fund in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's CBRE Global Real Estate Income Fund position peaked at $5K in Q2 2013.
  • 95 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.