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Triangle Securities Wealth Management’s CBRE Group CBRE Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-780
Closed -$18K – 156
2013
Q2 		$18K Buy
+780
New +$18.6K 0.01% 395

Other funds holding CBRE

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Blum Capital Partners San Francisco, California $34.1M AUM 1.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triangle Securities Wealth Management's CBRE Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of CBRE Group (CBRE) in Q3 2013, closing a stake of 780 shares — an estimated $18K sold.

Triangle Securities Wealth Management first reported a position in CBRE in Q2 2013 and held it in 1 quarter. The position peaked at $18K in Q2 2013. 356 funds tracked by Wall St. Rank hold CBRE as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining CBRE Group position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 780 CBRE Group shares in Q3 2013, an estimated $18K.
  • Triangle Securities Wealth Management first reported a position in CBRE Group in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's CBRE Group position peaked at $18K in Q2 2013.
  • 356 funds tracked by Wall St. Rank held CBRE Group as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.