Personal Wealth Partners’s CBRE Group CBRE Stock Holding History

Personal 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	-16	Closed	-$1K	–	142
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	390
2019 Q3	$1K	Buy	+16	New	+$841	﹤0.01%	399

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 $3.38T AUM 44.17% 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

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

Personal Wealth Partners sold out of CBRE Group (CBRE) in Q1 2020, closing a stake of 16 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in CBRE in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 587 funds tracked by Wall St. Rank hold CBRE as of Q1 2020.

Personal Wealth Partners reported no remaining CBRE Group position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 16 CBRE Group shares in Q1 2020, an estimated $1K.
Personal Wealth Partners first reported a position in CBRE Group in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's CBRE Group position peaked at $1K in Q4 2019.
587 funds tracked by Wall St. Rank held CBRE Group as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.