FGC
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Financial Gravity Companies’s CBRE Group CBRE Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-274
Closed -$13K – 1415
2017
Q4 		$13K Buy
+274
New +$11.4K 0.01% 535

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VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Companies's CBRE Position: Q1 2018 in Review

Financial Gravity Companies sold out of CBRE Group (CBRE) in Q1 2018, closing a stake of 274 shares — an estimated $13K sold.

Financial Gravity Companies first reported a position in CBRE in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 575 funds tracked by Wall St. Rank hold CBRE as of Q1 2018.

  • Financial Gravity Companies reported no remaining CBRE Group position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 274 CBRE Group shares in Q1 2018, an estimated $13K.
  • Financial Gravity Companies first reported a position in CBRE Group in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's CBRE Group position peaked at $13K in Q4 2017.
  • 575 funds tracked by Wall St. Rank held CBRE Group as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.