FFA
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Founders Financial Alliance’s CBRE Group CBRE Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-356
Closed -$17K – 552
2020
Q3 		$17K Buy
+356
New +$16.2K 0.01% 614

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Founders Financial Alliance's CBRE Position: Q4 2020 in Review

Founders Financial Alliance sold out of CBRE Group (CBRE) in Q4 2020, closing a stake of 356 shares — an estimated $17K sold.

Founders Financial Alliance first reported a position in CBRE in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 608 funds tracked by Wall St. Rank hold CBRE as of Q4 2020.

  • Founders Financial Alliance reported no remaining CBRE Group position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 356 CBRE Group shares in Q4 2020, an estimated $17K.
  • Founders Financial Alliance first reported a position in CBRE Group in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's CBRE Group position peaked at $17K in Q3 2020.
  • 608 funds tracked by Wall St. Rank held CBRE Group as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.