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Morningstar Investment Services’s CBRE Group CBRE Stock Holding History

Morningstar Investment Services’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
2016
Q4 		– Sell
-38,558
Closed -$1.08M – 191
2016
Q3 		$1.08M Sell
38,558
-2,566
-6% -$73.2K 0.03% 162
2016
Q2 		$1.07M Sell
41,124
-41,345
-50% -$1.21M 0.03% 164
2016
Q1 		$2.38M Buy
+82,469
New +$2.27M 0.08% 144

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Morningstar Investment Services's CBRE Position: Q4 2016 in Review

Morningstar Investment Services sold out of CBRE Group (CBRE) in Q4 2016, closing a stake of 38,558 shares — an estimated $1.08M sold.

Morningstar Investment Services first reported a position in CBRE in Q1 2016 and held it in 3 quarters. The position peaked at $2.38M in Q1 2016. 456 funds tracked by Wall St. Rank hold CBRE as of Q4 2016.

  • Morningstar Investment Services reported no remaining CBRE Group position as of Q4 2016 after selling out during the quarter.
  • Morningstar Investment Services sold 38,558 CBRE Group shares in Q4 2016, an estimated $1.08M.
  • Morningstar Investment Services first reported a position in CBRE Group in Q1 2016 and held it in 3 quarters.
  • Morningstar Investment Services's CBRE Group position peaked at $2.38M in Q1 2016.
  • 456 funds tracked by Wall St. Rank held CBRE Group as of Q4 2016.

Based on Morningstar Investment Services's 13F filing for Q4 2016, filed 7 Feb 2017.