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Capital Directions Investment Advisors’s CBRE Group CBRE Stock Holding History

Capital Directions 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
Q4 		– Sell
-391
Closed -$18K – 191
2020
Q3 		$18K Hold
391
– – 0.01% 160
2020
Q2 		$18K Hold
391
– – 0.01% 163
2020
Q1 		$15K Hold
391
– – 0.01% 183
2019
Q4 		$24K Buy
+391
New +$21.7K 0.01% 179

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Capital Directions Investment Advisors's CBRE Position: Q4 2020 in Review

Capital Directions Investment Advisors sold out of CBRE Group (CBRE) in Q4 2020, closing a stake of 391 shares — an estimated $18K sold.

Capital Directions Investment Advisors first reported a position in CBRE in Q4 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 609 funds tracked by Wall St. Rank hold CBRE as of Q4 2020.

  • Capital Directions Investment Advisors reported no remaining CBRE Group position as of Q4 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 391 CBRE Group shares in Q4 2020, an estimated $18K.
  • Capital Directions Investment Advisors first reported a position in CBRE Group in Q4 2019 and held it in 4 quarters.
  • Capital Directions Investment Advisors's CBRE Group position peaked at $24K in Q4 2019.
  • 609 funds tracked by Wall St. Rank held CBRE Group as of Q4 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.