EWM
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Elmwood Wealth Management’s CBRE Group CBRE Stock Holding History

Elmwood 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
2020
Q2 		– Sell
-100
Closed -$4.72K – 266
2020
Q1 		$4.72K Buy
+100
New +$5.53K ﹤0.01% 226
2018
Q2 		– Sell
-100
Closed -$4.72K – 296
2018
Q1 		$4.72K Buy
+100
New +$4.55K ﹤0.01% 226

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elmwood Wealth Management's CBRE Position: Q2 2020 in Review

Elmwood Wealth Management sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 100 shares — an estimated $4.72K sold.

Elmwood Wealth Management first reported a position in CBRE in Q1 2018 and held it in 2 quarters. The position peaked at $4.72K in Q1 2020. 585 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

  • Elmwood Wealth Management reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 100 CBRE Group shares in Q2 2020, an estimated $4.72K.
  • Elmwood Wealth Management first reported a position in CBRE Group in Q1 2018 and held it in 2 quarters.
  • Elmwood Wealth Management's CBRE Group position peaked at $4.72K in Q1 2020.
  • 585 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.