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Wealthfront’s CBRE Group CBRE Stock Holding History

Wealthfront’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
2018
Q3 		$282K Sell
6,397
-624
-9% -$29.8K ﹤0.01% 457
2018
Q2 		$335K Sell
7,021
-321
-4% -$15.2K ﹤0.01% 420
2018
Q1 		$347K Buy
7,342
+522
+8% +$23.8K ﹤0.01% 419
2017
Q4 		$295K Buy
6,820
+375
+6% +$15.5K ﹤0.01% 432
2017
Q3 		$244K Hold
6,445
– – ﹤0.01% 456
2017
Q2 		$235K Buy
6,445
+388
+6% +$13.5K ﹤0.01% 421
2017
Q1 		$211K Buy
+6,057
New +$203K ﹤0.01% 415
2015
Q4 		– Sell
-4,820
Closed -$154K – 397
2015
Q3 		$154K Sell
4,820
-175
-4% -$6.21K 0.01% 328
2015
Q2 		$185K Buy
4,995
+287
+6% +$10.9K 0.01% 283
2015
Q1 		$182K Buy
4,708
+203
+5% +$7K 0.01% 263
2014
Q4 		$154K Buy
4,505
+2,421
+116% +$77.5K 0.01% 271
2014
Q3 		$62K Buy
2,084
+451
+28% +$14.2K ﹤0.01% 368
2014
Q2 		$53K Buy
1,633
+239
+17% +$6.9K ﹤0.01% 355
2014
Q1 		$39K Buy
+1,394
New +$37.6K ﹤0.01% 319

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wealthfront's CBRE Position: Q3 2018 in Review

Wealthfront reduced its CBRE Group (CBRE) stake by 8.9% in Q3 2018, selling an estimated $29.8K and leaving 6,397 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Wealthfront first reported a position in CBRE in Q1 2014 and has held it in 14 quarters since. The position peaked at $347K in Q1 2018. 588 funds tracked by Wall St. Rank hold CBRE as of Q3 2018.

  • Wealthfront held 6,397 shares of CBRE Group worth $282K as of Q3 2018.
  • Wealthfront sold 624 CBRE Group shares in Q3 2018, an estimated $29.8K.
  • CBRE Group made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #457 holding.
  • Wealthfront first reported a position in CBRE Group in Q1 2014 and has held it in 14 quarters since.
  • Wealthfront's CBRE Group position peaked at $347K in Q1 2018.
  • 588 funds tracked by Wall St. Rank held CBRE Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.