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Avantax Planning Partners’s CBRE Group CBRE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-116
Closed -$5K – 420
2018
Q3 		$5K Buy
+116
New +$5.53K ﹤0.01% 1080
2018
Q2 		– Sell
-228
Closed -$11K – 426
2018
Q1 		$11K Buy
+228
New +$10.4K ﹤0.01% 992

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Avantax Planning Partners's CBRE Position: Q4 2018 in Review

Avantax Planning Partners sold out of CBRE Group (CBRE) in Q4 2018, closing a stake of 116 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in CBRE in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 589 funds tracked by Wall St. Rank hold CBRE as of Q4 2018.

  • Avantax Planning Partners reported no remaining CBRE Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 116 CBRE Group shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in CBRE Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CBRE Group position peaked at $11K in Q1 2018.
  • 589 funds tracked by Wall St. Rank held CBRE Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.