Elite Wealth Management’s CBRE Group CBRE Stock Holding History

Elite 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
2014 Q1	–	Sell	-75	Closed	-$2K	–	377
2013 Q4	$2K	Buy	+75	New	+$1.78K	﹤0.01%	653

Other funds holding CBRE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BCP

Blum Capital Partners San Francisco, California $34.1M AUM 1.14% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

Elite Wealth Management's CBRE Position: Q1 2014 in Review

Elite Wealth Management sold out of CBRE Group (CBRE) in Q1 2014, closing a stake of 75 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in CBRE in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 384 funds tracked by Wall St. Rank hold CBRE as of Q1 2014.

Elite Wealth Management reported no remaining CBRE Group position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 75 CBRE Group shares in Q1 2014, an estimated $2K.
Elite Wealth Management first reported a position in CBRE Group in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's CBRE Group position peaked at $2K in Q4 2013.
384 funds tracked by Wall St. Rank held CBRE Group as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.