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WFG Advisors’s CBRE Group CBRE Stock Holding History

WFG Advisors’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
Q3 		– Sell
-1,400
Closed -$37K – 1580
2016
Q2 		$37K Hold
1,400
– – 0.01% 767
2016
Q1 		$40K Hold
1,400
– – 0.01% 720
2015
Q4 		$48K Hold
1,400
– – 0.01% 673
2015
Q3 		$45K Hold
1,400
– – 0.01% 673
2015
Q2 		$52K Hold
1,400
– – 0.01% 713
2015
Q1 		$54K Buy
+1,400
New +$48.3K 0.02% 704

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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

WFG Advisors's CBRE Position: Q3 2016 in Review

WFG Advisors sold out of CBRE Group (CBRE) in Q3 2016, closing a stake of 1,400 shares — an estimated $37K sold.

WFG Advisors first reported a position in CBRE in Q1 2015 and held it in 6 quarters. The position peaked at $54K in Q1 2015. 462 funds tracked by Wall St. Rank hold CBRE as of Q3 2016.

  • WFG Advisors reported no remaining CBRE Group position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 1,400 CBRE Group shares in Q3 2016, an estimated $37K.
  • WFG Advisors first reported a position in CBRE Group in Q1 2015 and held it in 6 quarters.
  • WFG Advisors's CBRE Group position peaked at $54K in Q1 2015.
  • 462 funds tracked by Wall St. Rank held CBRE Group as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.