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River Wealth Advisors’s CBRE Group CBRE Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-200
Closed -$8K – 197
2018
Q4 		$8K Hold
200
– – ﹤0.01% 431
2018
Q3 		$9K Hold
200
– – ﹤0.01% 453
2018
Q2 		$10K Buy
+200
New +$9.46K ﹤0.01% 442

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

River Wealth Advisors's CBRE Position: Q1 2019 in Review

River Wealth Advisors sold out of CBRE Group (CBRE) in Q1 2019, closing a stake of 200 shares — an estimated $8K sold.

River Wealth Advisors first reported a position in CBRE in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 587 funds tracked by Wall St. Rank hold CBRE as of Q1 2019.

  • River Wealth Advisors reported no remaining CBRE Group position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 200 CBRE Group shares in Q1 2019, an estimated $8K.
  • River Wealth Advisors first reported a position in CBRE Group in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's CBRE Group position peaked at $10K in Q2 2018.
  • 587 funds tracked by Wall St. Rank held CBRE Group as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.