FWM
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Frontier Wealth Management’s CBRE Group CBRE Stock Holding History

Frontier Wealth Management’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
-4,572
Closed -$215K – 376
2020
Q3 		$215K Hold
4,572
– – 0.02% 331
2020
Q2 		$207K Buy
+4,572
New +$197K 0.02% 321
2020
Q1 		– Sell
-4,572
Closed -$280K – 299
2019
Q4 		$280K Buy
+4,572
New +$253K 0.04% 238
2018
Q4 		– Sell
-4,572
Closed -$202K – 374
2018
Q3 		$202K Hold
4,572
– – 0.02% 360
2018
Q2 		$218K Hold
4,572
– – 0.03% 343
2018
Q1 		$216K Sell
4,572
-10,000
-69% -$455K 0.03% 352
2017
Q4 		$631K Hold
14,572
– – 0.1% 179
2017
Q3 		$552K Sell
14,572
-7,032
-33% -$259K 0.08% 216
2017
Q2 		$786K Hold
21,604
– – 0.12% 171
2017
Q1 		$752K Sell
21,604
-20,000
-48% -$669K 0.12% 178
2016
Q4 		$1.31M Buy
+41,604
New +$1.2M 0.21% 121

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $653B AUM 32.41% 1-Year Est. Return