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US Financial Advisors’s CBRE Group CBRE Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-44
Closed -$1K – 95
2016
Q1 		$1K Hold
44
– – ﹤0.01% 372
2015
Q4 		$2K Hold
44
– – ﹤0.01% 449
2015
Q3 		$1K Hold
44
– – ﹤0.01% 457
2015
Q2 		$2K Buy
+44
New +$1.67K ﹤0.01% 361

Other funds holding CBRE

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

US Financial Advisors's CBRE Position: Q2 2016 in Review

US Financial Advisors sold out of CBRE Group (CBRE) in Q2 2016, closing a stake of 44 shares — an estimated $1K sold.

US Financial Advisors first reported a position in CBRE in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 463 funds tracked by Wall St. Rank hold CBRE as of Q2 2016.

  • US Financial Advisors reported no remaining CBRE Group position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 44 CBRE Group shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in CBRE Group in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's CBRE Group position peaked at $2K in Q4 2015.
  • 463 funds tracked by Wall St. Rank held CBRE Group as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.