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WealthTrust-Arizona’s CBRE Group CBRE Stock Holding History

WealthTrust-Arizona’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
2016
Q1 		– Sell
-93
Closed -$3K – 579
2015
Q4 		$3K Hold
93
– – ﹤0.01% 527
2015
Q3 		$3K Hold
93
– – ﹤0.01% 519
2015
Q2 		$3K Hold
93
– – ﹤0.01% 535
2015
Q1 		$4K Hold
93
– – ﹤0.01% 524
2014
Q4 		$3K Buy
+93
New +$2.98K ﹤0.01% 520

Other funds holding CBRE

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthTrust-Arizona's CBRE Position: Q1 2016 in Review

WealthTrust-Arizona sold out of CBRE Group (CBRE) in Q1 2016, closing a stake of 93 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in CBRE in Q4 2014 and held it in 5 quarters. The position peaked at $4K in Q1 2015. 473 funds tracked by Wall St. Rank hold CBRE as of Q1 2016.

  • WealthTrust-Arizona reported no remaining CBRE Group position as of Q1 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 93 CBRE Group shares in Q1 2016, an estimated $3K.
  • WealthTrust-Arizona first reported a position in CBRE Group in Q4 2014 and held it in 5 quarters.
  • WealthTrust-Arizona's CBRE Group position peaked at $4K in Q1 2015.
  • 473 funds tracked by Wall St. Rank held CBRE Group as of Q1 2016.

Based on WealthTrust-Arizona's 13F filing for Q1 2016, filed 26 Apr 2016.