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Wealthspire Advisors (Maryland)’s CBRE Group CBRE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-4,442
Closed -$201K – 496
2020
Q2 		$201K Sell
4,442
-1,233
-22% -$53.2K 0.01% 424
2020
Q1 		$214K Sell
5,675
-41
-0.7% -$2.27K 0.02% 370
2019
Q4 		$350K Sell
5,716
-149
-3% -$8.25K 0.02% 345
2019
Q3 		$311K Hold
5,865
– – 0.02% 342
2019
Q2 		$301K Sell
5,865
-76
-1% -$3.78K 0.02% 350
2019
Q1 		$294K Sell
5,941
-424
-7% -$19.9K 0.02% 363
2018
Q4 		$255K Sell
6,365
-192
-3% -$7.94K 0.02% 358
2018
Q3 		$289K Buy
6,557
+11
+0.2% +$525 0.02% 371
2018
Q2 		$313K Sell
6,546
-500
-7% -$23.6K 0.03% 346
2018
Q1 		$333K Sell
7,046
-1,934
-22% -$88.1K 0.03% 331
2017
Q4 		$389K Sell
8,980
-127
-1% -$5.26K 0.04% 313
2017
Q3 		$345K Sell
9,107
-7
-0.1% -$258 0.04% 326
2017
Q2 		$332K Buy
9,114
+992
+12% +$34.5K 0.04% 322
2017
Q1 		$283K Sell
8,122
-1,685
-17% -$56.4K 0.04% 296
2016
Q4 		$309K Sell
9,807
-948
-9% -$27.4K 0.05% 263
2016
Q3 		$301K Buy
10,755
+133
+1% +$3.79K 0.05% 273
2016
Q2 		$281K Buy
10,622
+165
+2% +$4.83K 0.05% 271
2016
Q1 		$301K Buy
10,457
+107
+1% +$2.94K 0.05% 253
2015
Q4 		$358K Buy
+10,350
New +$365K 0.07% 213

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CBRE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of CBRE Group (CBRE) in Q3 2020, closing a stake of 4,442 shares — an estimated $201K sold.

Wealthspire Advisors (Maryland) first reported a position in CBRE in Q4 2015 and held it in 19 quarters. The position peaked at $389K in Q4 2017. 558 funds tracked by Wall St. Rank hold CBRE as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining CBRE Group position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,442 CBRE Group shares in Q3 2020, an estimated $201K.
  • Wealthspire Advisors (Maryland) first reported a position in CBRE Group in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s CBRE Group position peaked at $389K in Q4 2017.
  • 558 funds tracked by Wall St. Rank held CBRE Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.