LWM
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Lyell Wealth Management’s CBRE Group CBRE Stock Holding History

Lyell Wealth 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
2017
Q2 		– Sell
-6,655
Closed -$232K – 101
2017
Q1 		$232K Sell
6,655
-1,225
-16% -$41K 0.13% 94
2016
Q4 		$248K Buy
+7,880
New +$228K 0.15% 87

Other funds holding CBRE

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Lyell Wealth Management's CBRE Position: Q2 2017 in Review

Lyell Wealth Management sold out of CBRE Group (CBRE) in Q2 2017, closing a stake of 6,655 shares — an estimated $232K sold.

Lyell Wealth Management first reported a position in CBRE in Q4 2016 and held it in 2 quarters. The position peaked at $248K in Q4 2016. 474 funds tracked by Wall St. Rank hold CBRE as of Q2 2017.

  • Lyell Wealth Management reported no remaining CBRE Group position as of Q2 2017 after selling out during the quarter.
  • Lyell Wealth Management sold 6,655 CBRE Group shares in Q2 2017, an estimated $232K.
  • Lyell Wealth Management first reported a position in CBRE Group in Q4 2016 and held it in 2 quarters.
  • Lyell Wealth Management's CBRE Group position peaked at $248K in Q4 2016.
  • 474 funds tracked by Wall St. Rank held CBRE Group as of Q2 2017.

Based on Lyell Wealth Management's 13F filing for Q2 2017, filed 27 Jul 2017.