Kaizen Advisory’s CBRE Group CBRE Stock Holding History

Kaizen Advisory’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 Q4	$35K	Buy	869 +165	+23%	+$6.82K	0.02%	396
2018 Q3	$31K	Hold	704	–	–	0.02%	445
2018 Q2	$34K	Buy	704 +406	+136%	+$19.2K	0.02%	407
2018 Q1	$14K	Hold	298	–	–	0.01%	399
2017 Q4	$13K	Buy	+298	New	+$12.4K	0.01%	413

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Kaizen Advisory's CBRE Position: Q4 2018 in Review

Kaizen Advisory increased its CBRE Group (CBRE) stake by 23% in Q4 2018, buying an estimated $6.82K and bringing the position to 869 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #396.

Kaizen Advisory first reported a position in CBRE in Q4 2017 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold CBRE as of Q4 2018.

Kaizen Advisory held 869 shares of CBRE Group worth $35K as of Q4 2018.
Kaizen Advisory bought 165 CBRE Group shares in Q4 2018, an estimated $6.82K.
CBRE Group made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #396 holding.
Kaizen Advisory first reported a position in CBRE Group in Q4 2017 and has held it in 5 quarters since.
588 funds tracked by Wall St. Rank held CBRE Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.