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Sonora Investment Management’s CBRE Group CBRE Stock Holding History

Sonora Investment Management’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
Q4 		– Sell
-81
Closed -$4K – 1691
2020
Q3 		$4K Hold
81
– – ﹤0.01% 1511
2020
Q2 		$4K Buy
+81
New +$3.49K ﹤0.01% 1425
2015
Q4 		– Sell
-131
Closed -$4K – 839
2015
Q3 		$4K Buy
+131
New +$4.65K ﹤0.01% 787

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
VH
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sonora Investment Management's CBRE Position: Q4 2020 in Review

Sonora Investment Management sold out of CBRE Group (CBRE) in Q4 2020, closing a stake of 81 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in CBRE in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 608 funds tracked by Wall St. Rank hold CBRE as of Q4 2020.

  • Sonora Investment Management reported no remaining CBRE Group position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 81 CBRE Group shares in Q4 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in CBRE Group in Q3 2015 and held it in 3 quarters.
  • Sonora Investment Management's CBRE Group position peaked at $4K in Q3 2020.
  • 608 funds tracked by Wall St. Rank held CBRE Group as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.