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Kore Private Wealth’s CBRE Group CBRE Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-399
Closed -$18K – 396
2020
Q2 		$18K Sell
399
-352
-47% -$15.2K ﹤0.01% 664
2020
Q1 		$28K Buy
751
+194
+35% +$10.7K 0.01% 531
2019
Q4 		$34K Buy
+557
New +$30.9K 0.01% 532

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kore Private Wealth's CBRE Position: Q3 2020 in Review

Kore Private Wealth sold out of CBRE Group (CBRE) in Q3 2020, closing a stake of 399 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in CBRE in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q4 2019. 559 funds tracked by Wall St. Rank hold CBRE as of Q3 2020.

  • Kore Private Wealth reported no remaining CBRE Group position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 399 CBRE Group shares in Q3 2020, an estimated $18K.
  • Kore Private Wealth first reported a position in CBRE Group in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's CBRE Group position peaked at $34K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held CBRE Group as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.