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Polaris Wealth Advisory Group’s CBRE Group CBRE Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q2 		– Sell
-68,357
Closed -$3.44M – 147
2019
Q1 		$3.44M Buy
+68,357
New +$3.21M 0.26% 70

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Polaris Wealth Advisory Group's CBRE Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of CBRE Group (CBRE) in Q2 2019, closing a stake of 68,357 shares — an estimated $3.44M sold.

Polaris Wealth Advisory Group first reported a position in CBRE in Q1 2019 and held it in 1 quarter. The position peaked at $3.44M in Q1 2019. 601 funds tracked by Wall St. Rank hold CBRE as of Q2 2019.

  • Polaris Wealth Advisory Group reported no remaining CBRE Group position as of Q2 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 68,357 CBRE Group shares in Q2 2019, an estimated $3.44M.
  • Polaris Wealth Advisory Group first reported a position in CBRE Group in Q1 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's CBRE Group position peaked at $3.44M in Q1 2019.
  • 601 funds tracked by Wall St. Rank held CBRE Group as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.