CWSR
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Chessman Wealth Strategies RIA’s CBRE Group CBRE Stock Holding History

Chessman Wealth Strategies RIA’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
-1,180
Closed -$52K – 49
2018
Q3 		$52K Buy
+1,180
New +$56.3K 0.05% 56

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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 $3.38T AUM 44.17% 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

Chessman Wealth Strategies RIA's CBRE Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of CBRE Group (CBRE) in Q4 2018, closing a stake of 1,180 shares — an estimated $52K sold.

Chessman Wealth Strategies RIA first reported a position in CBRE in Q3 2018 and held it in 1 quarter. The position peaked at $52K in Q3 2018. 589 funds tracked by Wall St. Rank hold CBRE as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining CBRE Group position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,180 CBRE Group shares in Q4 2018, an estimated $52K.
  • Chessman Wealth Strategies RIA first reported a position in CBRE Group in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's CBRE Group position peaked at $52K in Q3 2018.
  • 589 funds tracked by Wall St. Rank held CBRE Group as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.