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Fortem Financial Group’s CBRE Group CBRE Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-171
Closed -$11K – 207
2020
Q4 		$11K Buy
+171
New +$9.66K 0.01% 344
2020
Q1 		– Sell
-4,031
Closed -$247K – 133
2019
Q4 		$247K Buy
+4,031
New +$223K 0.18% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Fortem Financial Group's CBRE Position: Q1 2021 in Review

Fortem Financial Group sold out of CBRE Group (CBRE) in Q1 2021, closing a stake of 171 shares — an estimated $11K sold.

Fortem Financial Group first reported a position in CBRE in Q4 2019 and held it in 2 quarters. The position peaked at $247K in Q4 2019. 632 funds tracked by Wall St. Rank hold CBRE as of Q1 2021.

  • Fortem Financial Group reported no remaining CBRE Group position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 171 CBRE Group shares in Q1 2021, an estimated $11K.
  • Fortem Financial Group first reported a position in CBRE Group in Q4 2019 and held it in 2 quarters.
  • Fortem Financial Group's CBRE Group position peaked at $247K in Q4 2019.
  • 632 funds tracked by Wall St. Rank held CBRE Group as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.