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Reilly Financial Advisors’s CBRE Group CBRE Stock Holding History

Reilly Financial Advisors’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
2021
Q3 		– Sell
-27
Closed -$2K – 935
2021
Q2 		$2K Hold
27
– – ﹤0.01% 891
2021
Q1 		$2K Hold
27
– – ﹤0.01% 903
2020
Q4 		$2K Buy
+27
New +$1.53K ﹤0.01% 784
2018
Q1 		– Sell
-300
Closed -$13K – 976
2017
Q4 		$13K Buy
+300
New +$12.4K ﹤0.01% 592

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's CBRE Position: Q3 2021 in Review

Reilly Financial Advisors sold out of CBRE Group (CBRE) in Q3 2021, closing a stake of 27 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in CBRE in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q4 2017. 682 funds tracked by Wall St. Rank hold CBRE as of Q3 2021.

  • Reilly Financial Advisors reported no remaining CBRE Group position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 27 CBRE Group shares in Q3 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in CBRE Group in Q4 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's CBRE Group position peaked at $13K in Q4 2017.
  • 682 funds tracked by Wall St. Rank held CBRE Group as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.