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Doyle Wealth Management’s CBRE Group CBRE Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-87
Closed -$4K – 279
2019
Q2 		$4K Buy
+87
New +$4.32K ﹤0.01% 746
2019
Q1 		– Sell
-376
Closed -$15K – 267
2018
Q4 		$15K Buy
+376
New +$15.6K ﹤0.01% 558

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Doyle Wealth Management's CBRE Position: Q3 2019 in Review

Doyle Wealth Management sold out of CBRE Group (CBRE) in Q3 2019, closing a stake of 87 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in CBRE in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q4 2018. 611 funds tracked by Wall St. Rank hold CBRE as of Q3 2019.

  • Doyle Wealth Management reported no remaining CBRE Group position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 87 CBRE Group shares in Q3 2019, an estimated $4K.
  • Doyle Wealth Management first reported a position in CBRE Group in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's CBRE Group position peaked at $15K in Q4 2018.
  • 611 funds tracked by Wall St. Rank held CBRE Group as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.