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
-500
Closed -$3K – 244
2015
Q3 		$3K Buy
+500
New +$3.9K ﹤0.01% 466
2014
Q1 		– Sell
-500
Closed -$4K – 174
2013
Q4 		$4K Hold
500
– – ﹤0.01% 378
2013
Q3 		$4K Hold
500
– – ﹤0.01% 389
2013
Q2 		$5K Buy
+500
New +$4.78K ﹤0.01% 356

Other funds holding IGR

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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return