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PacWest Financial Management’s CBRE Group CBRE Stock Holding History

PacWest Financial Management’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
2013
Q4 		– Sell
-39,075
Closed -$904K – 91
2013
Q3 		$904K Sell
39,075
-680
-2% -$15.7K 0.78% 54
2013
Q2 		$929K Buy
+39,755
New +$946K 0.88% 45

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BCP
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BTS
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PacWest Financial Management's CBRE Position: Q4 2013 in Review

PacWest Financial Management sold out of CBRE Group (CBRE) in Q4 2013, closing a stake of 39,075 shares — an estimated $904K sold.

PacWest Financial Management first reported a position in CBRE in Q2 2013 and held it in 2 quarters. The position peaked at $929K in Q2 2013. 377 funds tracked by Wall St. Rank hold CBRE as of Q4 2013.

  • PacWest Financial Management reported no remaining CBRE Group position as of Q4 2013 after selling out during the quarter.
  • PacWest Financial Management sold 39,075 CBRE Group shares in Q4 2013, an estimated $904K.
  • PacWest Financial Management first reported a position in CBRE Group in Q2 2013 and held it in 2 quarters.
  • PacWest Financial Management's CBRE Group position peaked at $929K in Q2 2013.
  • 377 funds tracked by Wall St. Rank held CBRE Group as of Q4 2013.

Based on PacWest Financial Management's 13F filing for Q4 2013, filed 21 Jan 2014.