WCM
CBRE icon

Wealthcare Capital Management’s CBRE Group CBRE Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-38
Closed -$2K – 312
2019
Q4 		$2K Buy
+38
New +$2.1K ﹤0.01% 409
2015
Q2 		– Sell
-167
Closed -$6K – 456
2015
Q1 		$6K Buy
+167
New +$5.76K ﹤0.01% 583

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Wealthcare Capital Management's CBRE Position: Q1 2020 in Review

Wealthcare Capital Management sold out of CBRE Group (CBRE) in Q1 2020, closing a stake of 38 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in CBRE in Q1 2015 and held it in 2 quarters. The position peaked at $6K in Q1 2015. 587 funds tracked by Wall St. Rank hold CBRE as of Q1 2020.

  • Wealthcare Capital Management reported no remaining CBRE Group position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 38 CBRE Group shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in CBRE Group in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's CBRE Group position peaked at $6K in Q1 2015.
  • 587 funds tracked by Wall St. Rank held CBRE Group as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.