AIA
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Alera Investment Advisors’s CBRE Group CBRE Stock Holding History

Alera Investment Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,305
Closed -$376K – 86
2020
Q2 		$376K Hold
8,305
– – 0.2% 44
2020
Q1 		$313K Sell
8,305
-7,000
-46% -$387K 0.19% 47
2019
Q4 		$938K Buy
+15,305
New +$848K 0.43% 26
2019
Q2 		– Sell
-277
Closed -$14K – 228
2019
Q1 		$14K Buy
277
+54
+24% +$2.54K 0.01% 380
2018
Q4 		$9K Buy
+223
New +$9.22K 0.01% 450

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's CBRE Position: Q3 2020 in Review

Alera Investment Advisors sold out of CBRE Group (CBRE) in Q3 2020, closing a stake of 8,305 shares — an estimated $376K sold.

Alera Investment Advisors first reported a position in CBRE in Q4 2018 and held it in 5 quarters. The position peaked at $938K in Q4 2019. 557 funds tracked by Wall St. Rank hold CBRE as of Q3 2020.

  • Alera Investment Advisors reported no remaining CBRE Group position as of Q3 2020 after selling out during the quarter.
  • Alera Investment Advisors sold 8,305 CBRE Group shares in Q3 2020, an estimated $376K.
  • Alera Investment Advisors first reported a position in CBRE Group in Q4 2018 and held it in 5 quarters.
  • Alera Investment Advisors's CBRE Group position peaked at $938K in Q4 2019.
  • 557 funds tracked by Wall St. Rank held CBRE Group as of Q3 2020.

Based on Alera Investment Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.