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Lee Capital Asset Management’s CBRE Group CBRE Stock Holding History

Lee Capital 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
2019
Q4 		– Sell
-18,000
Closed -$954K – 25
2019
Q3 		$954K Buy
+18,000
New +$947K 1.39% 24
2019
Q1 		– Sell
-114,140
Closed -$4.57M – 19
2018
Q4 		$4.57M Buy
+114,140
New +$4.72M 5.34% 7

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
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Capital Asset Management's CBRE Position: Q4 2019 in Review

Lee Capital Asset Management sold out of CBRE Group (CBRE) in Q4 2019, closing a stake of 18,000 shares — an estimated $954K sold.

Lee Capital Asset Management first reported a position in CBRE in Q4 2018 and held it in 2 quarters. The position peaked at $4.57M in Q4 2018. 639 funds tracked by Wall St. Rank hold CBRE as of Q4 2019.

  • Lee Capital Asset Management reported no remaining CBRE Group position as of Q4 2019 after selling out during the quarter.
  • Lee Capital Asset Management sold 18,000 CBRE Group shares in Q4 2019, an estimated $954K.
  • Lee Capital Asset Management first reported a position in CBRE Group in Q4 2018 and held it in 2 quarters.
  • Lee Capital Asset Management's CBRE Group position peaked at $4.57M in Q4 2018.
  • 639 funds tracked by Wall St. Rank held CBRE Group as of Q4 2019.

Based on Lee Capital Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.