YorkBridge Wealth Partners’s CBRE Group CBRE Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-1,000	Closed	-$51K	–	242
2019 Q2	$51K	Sell	1,000 -165	-14%	-$8.2K	0.02%	366
2019 Q1	$58K	Hold	1,165	–	–	0.03%	345
2018 Q4	$47K	Hold	1,165	–	–	0.02%	334
2018 Q3	$52K	Hold	1,165	–	–	0.02%	350
2018 Q2	$56K	Hold	1,165	–	–	0.02%	351
2018 Q1	$55K	Hold	1,165	–	–	0.03%	360
2017 Q4	$49K	Hold	1,165	–	–	0.02%	374
2017 Q3	$44K	Hold	1,165	–	–	0.02%	392
2017 Q2	$43K	Hold	1,165	–	–	0.02%	388
2017 Q1	$42K	Hold	1,165	–	–	0.02%	388
2016 Q4	$34K	Buy	+1,165	New	+$33.7K	0.02%	403

Other funds holding CBRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

YorkBridge Wealth Partners's CBRE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of CBRE Group (CBRE) in Q3 2019, closing a stake of 1,000 shares — an estimated $51K sold.

YorkBridge Wealth Partners first reported a position in CBRE in Q4 2016 and held it in 11 quarters. The position peaked at $58K in Q1 2019. 611 funds tracked by Wall St. Rank hold CBRE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining CBRE Group position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,000 CBRE Group shares in Q3 2019, an estimated $51K.
YorkBridge Wealth Partners first reported a position in CBRE Group in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's CBRE Group position peaked at $58K in Q1 2019.
611 funds tracked by Wall St. Rank held CBRE Group as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.