West Oak Capital’s CBRE Group CBRE Stock Holding History

West Oak Capital’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 Q2	–	Sell	-100	Closed	-$4K	–	310
2020 Q1	$4K	Buy	+100	New	+$5.53K	﹤0.01%	242

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Oak Capital's CBRE Position: Q2 2020 in Review

West Oak Capital sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 100 shares — an estimated $4K sold.

West Oak Capital first reported a position in CBRE in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 585 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

West Oak Capital reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
West Oak Capital sold 100 CBRE Group shares in Q2 2020, an estimated $4K.
West Oak Capital first reported a position in CBRE Group in Q1 2020 and held it in 1 quarter.
West Oak Capital's CBRE Group position peaked at $4K in Q1 2020.
585 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on West Oak Capital's 13F filing for Q2 2020, filed 6 Jul 2020.