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Newfound Research’s CBRE Group CBRE Stock Holding History

Newfound Research’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
2018
Q1 		– Sell
-4
Closed – – 180
2017
Q4 		$0 Hold
4
– – ﹤0.01% 193
2017
Q3 		$0 Hold
4
– – ﹤0.01% 185
2017
Q2 		$0 Buy
4
+2
+100% +$70 ﹤0.01% 182
2017
Q1 		$0 Hold
2
– – ﹤0.01% 179
2016
Q4 		$0 Hold
2
– – ﹤0.01% 142
2016
Q3 		$0 Hold
2
– – ﹤0.01% 149
2016
Q2 		$0 Buy
+2
New +$58 ﹤0.01% 143

Other funds holding CBRE

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newfound Research's CBRE Position: Q1 2018 in Review

Newfound Research sold out of CBRE Group (CBRE) in Q1 2018, closing a stake of 4 shares.

Newfound Research first reported a position in CBRE in Q2 2016 and held it in 7 quarters. The position peaked at $0 in Q4 2017. 575 funds tracked by Wall St. Rank hold CBRE as of Q1 2018.

  • Newfound Research reported no remaining CBRE Group position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 4 CBRE Group shares in Q1 2018.
  • Newfound Research first reported a position in CBRE Group in Q2 2016 and held it in 7 quarters.
  • Newfound Research's CBRE Group position peaked at $0 in Q4 2017.
  • 575 funds tracked by Wall St. Rank held CBRE Group as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.