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Waddell & Reed Financial’s CBRE Group CBRE Stock Holding History

Waddell & Reed Financial’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
-2,467,093
Closed -$57.6M – 548
2013
Q2 		$57.6M Buy
+2,467,093
New +$58.7M 0.12% 183

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

Waddell & Reed Financial's CBRE Position: Q3 2013 in Review

Waddell & Reed Financial sold out of CBRE Group (CBRE) in Q3 2013, closing a stake of 2,467,093 shares — an estimated $57.6M sold.

Waddell & Reed Financial first reported a position in CBRE in Q2 2013 and held it in 1 quarter. The position peaked at $57.6M in Q2 2013. 356 funds tracked by Wall St. Rank hold CBRE as of Q3 2013.

  • Waddell & Reed Financial reported no remaining CBRE Group position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 2,467,093 CBRE Group shares in Q3 2013, an estimated $57.6M.
  • Waddell & Reed Financial first reported a position in CBRE Group in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's CBRE Group position peaked at $57.6M in Q2 2013.
  • 356 funds tracked by Wall St. Rank held CBRE Group as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.