Security National Trust’s CBRE Group CBRE Stock Holding History

Security National Trust’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 Q2	–	Sell	-65	Closed	-$2K	–	419
2020 Q1	$2K	Buy	+65	New	+$3.59K	﹤0.01%	442

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Security National Trust's CBRE Position: Q2 2020 in Review

Security National Trust sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 65 shares — an estimated $2K sold.

Security National Trust first reported a position in CBRE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 585 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

Security National Trust reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 65 CBRE Group shares in Q2 2020, an estimated $2K.
Security National Trust first reported a position in CBRE Group in Q1 2020 and held it in 1 quarter.
Security National Trust's CBRE Group position peaked at $2K in Q1 2020.
585 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.