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Gupta Wealth Management’s CBRE Group CBRE Stock Holding History

Gupta 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
2016
Q1 		$16K Hold
560
– – ﹤0.01% 722
2015
Q4 		$19K Hold
560
– – ﹤0.01% 671
2015
Q3 		$18K Hold
560
– – ﹤0.01% 711
2015
Q2 		$21K Buy
+560
New +$21.3K 0.01% 719

Other funds holding CBRE

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Gupta Wealth Management's CBRE Position: Q1 2016 in Review

Gupta Wealth Management held its CBRE Group (CBRE) position steady in Q1 2016 at 560 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Gupta Wealth Management first reported a position in CBRE in Q2 2015 and has held it in 4 quarters since. The position peaked at $21K in Q2 2015. 473 funds tracked by Wall St. Rank hold CBRE as of Q1 2016.

  • Gupta Wealth Management held 560 shares of CBRE Group worth $16K as of Q1 2016.
  • Gupta Wealth Management left its CBRE Group share count unchanged in Q1 2016.
  • CBRE Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #722 holding.
  • Gupta Wealth Management first reported a position in CBRE Group in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's CBRE Group position peaked at $21K in Q2 2015.
  • 473 funds tracked by Wall St. Rank held CBRE Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.