FANJ
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Financial Architects (New Jersey)’s CBRE Group CBRE Stock Holding History

Financial Architects (New Jersey)’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
-1,812
Closed -$82K – 346
2020
Q2 		$82K Sell
1,812
-171
-9% -$7.37K 0.02% 351
2020
Q1 		$75K Hold
1,983
– – 0.02% 336
2019
Q4 		$122K Hold
1,983
– – 0.03% 304
2019
Q3 		$105K Hold
1,983
– – 0.02% 323
2019
Q2 		$102K Sell
1,983
-909
-31% -$45.2K 0.02% 370
2019
Q1 		$143K Buy
2,892
+1,913
+195% +$89.8K 0.02% 379
2018
Q4 		$39K Buy
979
+89
+10% +$3.68K 0.01% 607
2018
Q3 		$40K Sell
890
-14
-2% -$668 0.01% 698
2018
Q2 		$43K Buy
904
+83
+10% +$3.92K 0.01% 606
2018
Q1 		$39K Sell
821
-206
-20% -$9.38K 0.01% 678
2017
Q4 		$44K Sell
1,027
-4
-0.4% -$166 0.01% 720
2017
Q3 		$39K Sell
1,031
-11
-1% -$405 0.01% 755
2017
Q2 		$37K Buy
1,042
+196
+23% +$6.82K 0.01% 774
2017
Q1 		$29K Buy
846
+38
+5% +$1.27K 0.01% 833
2016
Q4 		$26K Buy
808
+320
+66% +$9.26K 0.01% 765
2016
Q3 		$14K Sell
488
-358
-42% -$10.2K ﹤0.01% 922
2016
Q2 		$22K Buy
846
+315
+59% +$9.21K 0.01% 753
2016
Q1 		$15K Buy
+531
New +$14.6K 0.01% 641
2015
Q3 		– Sell
-366
Closed -$14K – 314
2015
Q2 		$14K Hold
366
– – 0.01% 709
2015
Q1 		$14K Buy
366
+195
+114% +$6.72K 0.01% 646
2014
Q4 		$6K Buy
+171
New +$5.47K ﹤0.01% 785

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Architects (New Jersey)'s CBRE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of CBRE Group (CBRE) in Q3 2020, closing a stake of 1,812 shares — an estimated $82K sold.

Financial Architects (New Jersey) first reported a position in CBRE in Q4 2014 and held it in 21 quarters. The position peaked at $143K in Q1 2019. 559 funds tracked by Wall St. Rank hold CBRE as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining CBRE Group position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,812 CBRE Group shares in Q3 2020, an estimated $82K.
  • Financial Architects (New Jersey) first reported a position in CBRE Group in Q4 2014 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s CBRE Group position peaked at $143K in Q1 2019.
  • 559 funds tracked by Wall St. Rank held CBRE Group as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.