Squar Milner Financial Services’s CBRE Group CBRE Stock Holding History

Squar Milner Financial 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	–	Sell	-4,543	Closed	-$205K	–	35
2020 Q2	$205K	Hold	4,543	–	–	0.12%	200
2020 Q1	$171K	Sell	4,543 -46	-1%	-$2.54K	0.1%	186
2019 Q4	$281K	Buy	4,589 +46	+1%	+$2.55K	0.14%	151
2019 Q3	$213K	Buy	4,543 +762	+20%	+$40.1K	0.11%	203
2019 Q2	$194K	Sell	3,781 -780	-17%	-$38.8K	0.13%	169
2019 Q1	$225K	Hold	4,561	–	–	0.17%	147
2018 Q4	$183K	Buy	4,561 +100	+2%	+$4.14K	0.18%	146
2018 Q3	$197K	Hold	4,461	–	–	0.18%	155
2018 Q2	$213K	Hold	4,461	–	–	0.19%	145
2018 Q1	$211K	Sell	4,461 -110	-2%	-$5.01K	0.27%	144
2017 Q4	$212K	Buy	+4,571	New	+$189K	0.26%	140

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 $187B AUM 18.48% 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

Squar Milner Financial Services's CBRE Position: Q3 2020 in Review

Squar Milner Financial Services sold out of CBRE Group (CBRE) in Q3 2020, closing a stake of 4,543 shares — an estimated $205K sold.

Squar Milner Financial Services first reported a position in CBRE in Q4 2017 and held it in 11 quarters. The position peaked at $281K in Q4 2019. 558 funds tracked by Wall St. Rank hold CBRE as of Q3 2020.

Squar Milner Financial Services reported no remaining CBRE Group position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,543 CBRE Group shares in Q3 2020, an estimated $205K.
Squar Milner Financial Services first reported a position in CBRE Group in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's CBRE Group position peaked at $281K in Q4 2019.
558 funds tracked by Wall St. Rank held CBRE Group as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.