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First Personal Financial Services’s CBRE Group CBRE Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-9
Closed -$1K – 331
2019
Q4 		$1K Sell
9
-634
-99% -$35.1K ﹤0.01% 404
2019
Q3 		$34K Hold
643
– – 0.01% 278
2019
Q2 		$33K Buy
643
+9
+1% +$447 0.01% 340
2019
Q1 		$31K Hold
634
– – 0.01% 340
2018
Q4 		$25K Sell
634
-89
-12% -$3.68K 0.01% 344
2018
Q3 		$32K Buy
723
+151
+26% +$7.2K 0.01% 343
2018
Q2 		$27K Sell
572
-108
-16% -$5.11K 0.01% 353
2018
Q1 		$32K Sell
680
-6
-0.9% -$273 0.01% 531
2017
Q4 		$30K Buy
686
+578
+535% +$24K 0.01% 570
2017
Q3 		$4K Hold
108
– – ﹤0.01% 787
2017
Q2 		$4K Hold
108
– – ﹤0.01% 805
2017
Q1 		$4K Hold
108
– – ﹤0.01% 807
2016
Q4 		$3K Sell
108
-90
-45% -$2.6K ﹤0.01% 854
2016
Q3 		$6K Buy
198
+90
+83% +$2.57K ﹤0.01% 673
2016
Q2 		$3K Buy
+108
New +$3.16K ﹤0.01% 726

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

First Personal Financial Services's CBRE Position: Q1 2020 in Review

First Personal Financial Services sold out of CBRE Group (CBRE) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in CBRE in Q2 2016 and held it in 15 quarters. The position peaked at $34K in Q3 2019. 587 funds tracked by Wall St. Rank hold CBRE as of Q1 2020.

  • First Personal Financial Services reported no remaining CBRE Group position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 9 CBRE Group shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in CBRE Group in Q2 2016 and held it in 15 quarters.
  • First Personal Financial Services's CBRE Group position peaked at $34K in Q3 2019.
  • 587 funds tracked by Wall St. Rank held CBRE Group as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.