HRIA
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Haberer Registered Investment Advisor’s CBRE Group CBRE Stock Holding History

Haberer Registered Investment Advisor’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
2014
Q4 		– Sell
-88
Closed -$3K – 334
2014
Q3 		$3K Buy
88
+8
+10% +$251 ﹤0.01% 346
2014
Q2 		$3K Buy
+80
New +$2.31K ﹤0.01% 362

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Haberer Registered Investment Advisor's CBRE Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of CBRE Group (CBRE) in Q4 2014, closing a stake of 88 shares — an estimated $3K sold.

Haberer Registered Investment Advisor first reported a position in CBRE in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2014. 432 funds tracked by Wall St. Rank hold CBRE as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining CBRE Group position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 88 CBRE Group shares in Q4 2014, an estimated $3K.
  • Haberer Registered Investment Advisor first reported a position in CBRE Group in Q2 2014 and held it in 2 quarters.
  • Haberer Registered Investment Advisor's CBRE Group position peaked at $3K in Q3 2014.
  • 432 funds tracked by Wall St. Rank held CBRE Group as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.