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Engrave Wealth Partners’s CBRE Group CBRE Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-137
Closed -$6K – 111
2020
Q2 		$6K Hold
137
– – 0.01% 299
2020
Q1 		$5K Sell
137
-201
-59% -$11.1K 0.01% 274
2019
Q4 		$20K Buy
+338
New +$18.7K 0.02% 217

Other funds holding CBRE

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Engrave Wealth Partners's CBRE Position: Q3 2020 in Review

Engrave Wealth Partners sold out of CBRE Group (CBRE) in Q3 2020, closing a stake of 137 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in CBRE in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 559 funds tracked by Wall St. Rank hold CBRE as of Q3 2020.

  • Engrave Wealth Partners reported no remaining CBRE Group position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 137 CBRE Group shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in CBRE Group in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's CBRE Group position peaked at $20K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held CBRE Group as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.