Meridian Wealth Advisors’s CBRE Group CBRE Stock Holding History

Meridian Wealth Advisors’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 Q1	–	Sell	-1,399	Closed	-$56K	–	167
2018 Q4	$56K	Buy	+1,399	New	+$57.9K	0.04%	235

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Meridian Wealth Advisors's CBRE Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of CBRE Group (CBRE) in Q1 2019, closing a stake of 1,399 shares — an estimated $56K sold.

Meridian Wealth Advisors first reported a position in CBRE in Q4 2018 and held it in 1 quarter. The position peaked at $56K in Q4 2018. 587 funds tracked by Wall St. Rank hold CBRE as of Q1 2019.

Meridian Wealth Advisors reported no remaining CBRE Group position as of Q1 2019 after selling out during the quarter.
Meridian Wealth Advisors sold 1,399 CBRE Group shares in Q1 2019, an estimated $56K.
Meridian Wealth Advisors first reported a position in CBRE Group in Q4 2018 and held it in 1 quarter.
Meridian Wealth Advisors's CBRE Group position peaked at $56K in Q4 2018.
587 funds tracked by Wall St. Rank held CBRE Group as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.