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ZWJ Investment Counsel’s CBRE Group CBRE Stock Holding History

ZWJ Investment Counsel’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
-7,335
Closed -$277K – 148
2020
Q1 		$277K Buy
7,335
+63
+0.9% +$3.48K 0.02% 173
2019
Q4 		$446K Buy
+7,272
New +$403K 0.03% 157

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZWJ Investment Counsel's CBRE Position: Q2 2020 in Review

ZWJ Investment Counsel sold out of CBRE Group (CBRE) in Q2 2020, closing a stake of 7,335 shares — an estimated $277K sold.

ZWJ Investment Counsel first reported a position in CBRE in Q4 2019 and held it in 2 quarters. The position peaked at $446K in Q4 2019. 586 funds tracked by Wall St. Rank hold CBRE as of Q2 2020.

  • ZWJ Investment Counsel reported no remaining CBRE Group position as of Q2 2020 after selling out during the quarter.
  • ZWJ Investment Counsel sold 7,335 CBRE Group shares in Q2 2020, an estimated $277K.
  • ZWJ Investment Counsel first reported a position in CBRE Group in Q4 2019 and held it in 2 quarters.
  • ZWJ Investment Counsel's CBRE Group position peaked at $446K in Q4 2019.
  • 586 funds tracked by Wall St. Rank held CBRE Group as of Q2 2020.

Based on ZWJ Investment Counsel's 13F filing for Q2 2020, filed 28 Jul 2020.