MYCIO Wealth Partners’s CBRE Group CBRE Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-3,659	Closed	-$224K	–	81
2019 Q4	$224K	Buy	+3,659	New	+$203K	0.01%	307
2016 Q4	–	Sell	-500	Closed	-$14K	–	281
2016 Q3	$14K	Sell	500 -3,100	-86%	-$88.5K	﹤0.01%	522
2016 Q2	$95K	Buy	3,600 +3,100	+620%	+$90.7K	0.02%	269
2016 Q1	$14K	Hold	500	–	–	﹤0.01%	485
2015 Q4	$17K	Hold	500	–	–	﹤0.01%	455
2015 Q3	$16K	Hold	500	–	–	﹤0.01%	480
2015 Q2	$19K	Hold	500	–	–	﹤0.01%	434
2015 Q1	$19K	Hold	500	–	–	﹤0.01%	409
2014 Q4	$17K	Hold	500	–	–	﹤0.01%	413
2014 Q3	$15K	Hold	500	–	–	﹤0.01%	407
2014 Q2	$16K	Hold	500	–	–	﹤0.01%	412
2014 Q1	$14K	Hold	500	–	–	﹤0.01%	428
2013 Q4	$13K	Hold	500	–	–	﹤0.01%	413
2013 Q3	$12K	Hold	500	–	–	﹤0.01%	386
2013 Q2	$12K	Buy	+500	New	+$11.9K	﹤0.01%	390

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 $3.37T AUM 44.26% 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

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

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

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

MYCIO Wealth Partners's CBRE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of CBRE Group (CBRE) in Q1 2020, closing a stake of 3,659 shares — an estimated $224K sold.

MYCIO Wealth Partners first reported a position in CBRE in Q2 2013 and held it in 15 quarters. The position peaked at $224K in Q4 2019. 587 funds tracked by Wall St. Rank hold CBRE as of Q1 2020.

MYCIO Wealth Partners reported no remaining CBRE Group position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 3,659 CBRE Group shares in Q1 2020, an estimated $224K.
MYCIO Wealth Partners first reported a position in CBRE Group in Q2 2013 and held it in 15 quarters.
MYCIO Wealth Partners's CBRE Group position peaked at $224K in Q4 2019.
587 funds tracked by Wall St. Rank held CBRE Group as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.