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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
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return