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Institutional & Family Asset Management’s CBRE Group CBRE Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-32
Closed -$1K – 843
2020
Q1 		$1K Buy
+32
New +$1.77K ﹤0.01% 712

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's CBRE Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 32 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in CBRE in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 585 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 32 CBRE Group shares in Q2 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in CBRE Group in Q1 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's CBRE Group position peaked at $1K in Q1 2020.
  • 585 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.