IWP
CBRE icon

Icon Wealth Partners’s CBRE Group CBRE Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-526
Closed -$25K – 344
2018
Q2 		$25K Buy
+526
New +$24.9K 0.01% 536
2018
Q1 		– Sell
-485
Closed -$21K – 333
2017
Q4 		$21K Buy
+485
New +$20.1K 0.01% 600

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Icon Wealth Partners's CBRE Position: Q3 2018 in Review

Icon Wealth Partners sold out of CBRE Group (CBRE) in Q3 2018, closing a stake of 526 shares — an estimated $25K sold.

Icon Wealth Partners first reported a position in CBRE in Q4 2017 and held it in 2 quarters. The position peaked at $25K in Q2 2018. 588 funds tracked by Wall St. Rank hold CBRE as of Q3 2018.

  • Icon Wealth Partners reported no remaining CBRE Group position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 526 CBRE Group shares in Q3 2018, an estimated $25K.
  • Icon Wealth Partners first reported a position in CBRE Group in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's CBRE Group position peaked at $25K in Q2 2018.
  • 588 funds tracked by Wall St. Rank held CBRE Group as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.