KPCM
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Kings Point Capital Management’s CBRE Group CBRE Stock Holding History

Kings Point Capital 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
2013
Q4 		– Sell
-110,428
Closed -$2.55M – 270
2013
Q3 		$2.55M Buy
110,428
+4,126
+4% +$95.5K 0.98% 41
2013
Q2 		$2.48M Buy
+106,302
New +$2.53M 1.01% 38

Other funds holding CBRE

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Blum Capital Partners San Francisco, California $34.1M AUM 1.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kings Point Capital Management's CBRE Position: Q4 2013 in Review

Kings Point Capital Management sold out of CBRE Group (CBRE) in Q4 2013, closing a stake of 110,428 shares — an estimated $2.55M sold.

Kings Point Capital Management first reported a position in CBRE in Q2 2013 and held it in 2 quarters. The position peaked at $2.55M in Q3 2013. 377 funds tracked by Wall St. Rank hold CBRE as of Q4 2013.

  • Kings Point Capital Management reported no remaining CBRE Group position as of Q4 2013 after selling out during the quarter.
  • Kings Point Capital Management sold 110,428 CBRE Group shares in Q4 2013, an estimated $2.55M.
  • Kings Point Capital Management first reported a position in CBRE Group in Q2 2013 and held it in 2 quarters.
  • Kings Point Capital Management's CBRE Group position peaked at $2.55M in Q3 2013.
  • 377 funds tracked by Wall St. Rank held CBRE Group as of Q4 2013.

Based on Kings Point Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.