Linscomb Wealth’s CBRE Group CBRE Stock Holding History

Linscomb 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 Q2	–	Sell	-15,404	Closed	-$581K	–	312
2020 Q1	$581K	Sell	15,404 -4,114	-21%	-$227K	0.05%	222
2019 Q4	$1.2M	Buy	+19,518	New	+$1.08M	0.08%	181

Other funds holding CBRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Linscomb Wealth's CBRE Position: Q2 2020 in Review

Linscomb Wealth sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 15,404 shares — an estimated $581K sold.

Linscomb Wealth first reported a position in CBRE in Q4 2019 and held it in 2 quarters. The position peaked at $1.2M in Q4 2019. 587 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

Linscomb Wealth reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 15,404 CBRE Group shares in Q2 2020, an estimated $581K.
Linscomb Wealth first reported a position in CBRE Group in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's CBRE Group position peaked at $1.2M in Q4 2019.
587 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.