Shine Investment Advisory Services’s CBRE Group CBRE Stock Holding History

Shine Investment Advisory Services’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 Q3	$295K	Sell	6,281 -2	-0%	-$91	0.1%	101
2020 Q2	$284K	Hold	6,283	–	–	0.1%	98
2020 Q1	$237K	Buy	6,283 +4,474	+247%	+$247K	0.11%	98
2019 Q4	$111K	Hold	1,809	–	–	0.04%	196
2019 Q3	$96K	Hold	1,809	–	–	0.05%	188
2019 Q2	$93K	Hold	1,809	–	–	0.04%	194
2019 Q1	$89K	Hold	1,809	–	–	0.04%	209
2018 Q4	$72K	Hold	1,809	–	–	0.04%	218
2018 Q3	$80K	Sell	1,809 -88	-5%	-$4.2K	0.04%	221
2018 Q2	$91K	Sell	1,897 -148	-7%	-$7K	0.05%	194
2018 Q1	$97K	Hold	2,045	–	–	0.05%	173
2017 Q4	$89K	Hold	2,045	–	–	0.04%	194
2017 Q3	$77K	Hold	2,045	–	–	0.04%	212
2017 Q2	$74K	Buy	+2,045	New	+$71.1K	0.04%	198

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

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

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

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

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

GIM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Shine Investment Advisory Services's CBRE Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its CBRE Group (CBRE) stake by 0.03% in Q3 2020, selling an estimated $91 and leaving 6,281 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #101.

Shine Investment Advisory Services first reported a position in CBRE in Q2 2017 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold CBRE as of Q3 2020.

Shine Investment Advisory Services held 6,281 shares of CBRE Group worth $295K as of Q3 2020.
Shine Investment Advisory Services sold 2 CBRE Group shares in Q3 2020, an estimated $91.
CBRE Group made up 0.1% of Shine Investment Advisory Services's portfolio in Q3 2020, its #101 holding.
Shine Investment Advisory Services first reported a position in CBRE Group in Q2 2017 and has held it in 14 quarters since.
558 funds tracked by Wall St. Rank held CBRE Group as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.