Calton & Associates’s CBRE Group CBRE Stock Holding History

Calton & Associates’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 Q1	–	Sell	-474	Closed	-$21K	–	472
2017 Q4	$21K	Buy	+474	New	+$19.6K	0.01%	874

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calton & Associates's CBRE Position: Q1 2018 in Review

Calton & Associates sold out of CBRE Group (CBRE) in Q1 2018, closing a stake of 474 shares — an estimated $21K sold.

Calton & Associates first reported a position in CBRE in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 575 funds tracked by Wall St. Rank hold CBRE as of Q1 2018.

Calton & Associates reported no remaining CBRE Group position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 474 CBRE Group shares in Q1 2018, an estimated $21K.
Calton & Associates first reported a position in CBRE Group in Q4 2017 and held it in 1 quarter.
Calton & Associates's CBRE Group position peaked at $21K in Q4 2017.
575 funds tracked by Wall St. Rank held CBRE Group as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.