EPG Wealth Management’s CBRE Group CBRE Stock Holding History

EPG 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	-700	Closed	-$26K	–	222
2020 Q1	$26K	Buy	+700	New	+$38.7K	0.02%	361

Other funds holding CBRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EPG Wealth Management sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 700 shares — an estimated $26K sold.

EPG Wealth Management first reported a position in CBRE in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 585 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

EPG Wealth Management reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 700 CBRE Group shares in Q2 2020, an estimated $26K.
EPG Wealth Management first reported a position in CBRE Group in Q1 2020 and held it in 1 quarter.
EPG Wealth Management's CBRE Group position peaked at $26K in Q1 2020.
585 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.