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Guardian Investor Services’s CBRE Group CBRE Stock Holding History

Guardian Investor 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
2015
Q1 		$75K Hold
1,926
– – 0.06% 362
2014
Q4 		$66K Sell
1,926
-52
-3% -$1.66K 0.05% 383
2014
Q3 		$59K Sell
1,978
-97
-5% -$3.05K 0.05% 406
2014
Q2 		$66K Sell
2,075
-72
-3% -$2.08K 0.05% 394
2014
Q1 		$59K Sell
2,147
-76
-3% -$2.05K 0.05% 416
2013
Q4 		$58K Sell
2,223
-210
-9% -$5K 0.04% 418
2013
Q3 		$56K Sell
2,433
-38
-2% -$880 0.05% 407
2013
Q2 		$58K Buy
+2,471
New +$58.8K 0.05% 392

Other funds holding CBRE

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCP
Blum Capital Partners San Francisco, California $34.1M AUM 1.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Guardian Investor Services's CBRE Position: Q1 2015 in Review

Guardian Investor Services held its CBRE Group (CBRE) position steady in Q1 2015 at 1,926 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #362.

Guardian Investor Services first reported a position in CBRE in Q2 2013 and has held it in 8 quarters since. 432 funds tracked by Wall St. Rank hold CBRE as of Q1 2015.

  • Guardian Investor Services held 1,926 shares of CBRE Group worth $75K as of Q1 2015.
  • Guardian Investor Services left its CBRE Group share count unchanged in Q1 2015.
  • CBRE Group made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #362 holding.
  • Guardian Investor Services first reported a position in CBRE Group in Q2 2013 and has held it in 8 quarters since.
  • 432 funds tracked by Wall St. Rank held CBRE Group as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.