MBT
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Monroe Bank & Trust’s CBRE Group CBRE Stock Holding History

Monroe Bank & Trust’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
2015
Q3 		– Sell
-355
Closed -$13K – 316
2015
Q2 		$13K Hold
355
– – ﹤0.01% 254
2015
Q1 		$14K Hold
355
– – ﹤0.01% 250
2014
Q4 		$12K Buy
+355
New +$11.4K ﹤0.01% 259

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Monroe Bank & Trust's CBRE Position: Q3 2015 in Review

Monroe Bank & Trust sold out of CBRE Group (CBRE) in Q3 2015, closing a stake of 355 shares — an estimated $13K sold.

Monroe Bank & Trust first reported a position in CBRE in Q4 2014 and held it in 3 quarters. The position peaked at $14K in Q1 2015. 468 funds tracked by Wall St. Rank hold CBRE as of Q3 2015.

  • Monroe Bank & Trust reported no remaining CBRE Group position as of Q3 2015 after selling out during the quarter.
  • Monroe Bank & Trust sold 355 CBRE Group shares in Q3 2015, an estimated $13K.
  • Monroe Bank & Trust first reported a position in CBRE Group in Q4 2014 and held it in 3 quarters.
  • Monroe Bank & Trust's CBRE Group position peaked at $14K in Q1 2015.
  • 468 funds tracked by Wall St. Rank held CBRE Group as of Q3 2015.

Based on Monroe Bank & Trust's 13F filing for Q3 2015, filed 28 Oct 2015.