WIM
CBRE icon

Waverton Investment Management’s CBRE Group CBRE Stock Holding History

Waverton 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
2013
Q4 		– Sell
-171,690
Closed -$3.97M – 167
2013
Q3 		$3.97M Buy
+171,690
New +$3.97M 0.23% 78

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverton Investment Management's CBRE Position: Q4 2013 in Review

Waverton Investment Management sold out of CBRE Group (CBRE) in Q4 2013, closing a stake of 171,690 shares — an estimated $3.97M sold.

Waverton Investment Management first reported a position in CBRE in Q3 2013 and held it in 1 quarter. The position peaked at $3.97M in Q3 2013. 377 funds tracked by Wall St. Rank hold CBRE as of Q4 2013.

  • Waverton Investment Management reported no remaining CBRE Group position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 171,690 CBRE Group shares in Q4 2013, an estimated $3.97M.
  • Waverton Investment Management first reported a position in CBRE Group in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's CBRE Group position peaked at $3.97M in Q3 2013.
  • 377 funds tracked by Wall St. Rank held CBRE Group as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.