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Clarfeld Financial Advisors’s CBRE Group CBRE Stock Holding History

Clarfeld Financial 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
2018
Q4 		$7K Buy
+163
New +$6.74K 0.01% 272

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 $3.37T 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

Clarfeld Financial Advisors's CBRE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in CBRE Group (CBRE) in Q4 2018: 163 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

589 funds tracked by Wall St. Rank hold CBRE as of Q4 2018.

  • Clarfeld Financial Advisors held 163 shares of CBRE Group worth $7K as of Q4 2018.
  • CBRE Group was a new Clarfeld Financial Advisors position in Q4 2018.
  • CBRE Group made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #272 holding.
  • 589 funds tracked by Wall St. Rank held CBRE Group as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.