AIM
CBL

Advantage Investment Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Advantage Investment Management’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16,252
Closed -$92K – 1089
2017
Q4 		$92K Buy
+16,252
New +$109K 0.03% 290
2017
Q3 		– Sell
-6,284
Closed -$53K – 1149
2017
Q2 		$53K Buy
+6,284
New +$54K 0.02% 354

Other funds holding CBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advantage Investment Management's CBL Position: Q1 2018 in Review

Advantage Investment Management sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2018, closing a stake of 16,252 shares — an estimated $92K sold.

Advantage Investment Management first reported a position in CBL in Q2 2017 and held it in 2 quarters. The position peaked at $92K in Q4 2017. 223 funds tracked by Wall St. Rank hold CBL as of Q1 2018.

  • Advantage Investment Management reported no remaining CBL& Associates Properties, Inc. position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 16,252 CBL& Associates Properties, Inc. shares in Q1 2018, an estimated $92K.
  • Advantage Investment Management first reported a position in CBL& Associates Properties, Inc. in Q2 2017 and held it in 2 quarters.
  • Advantage Investment Management's CBL& Associates Properties, Inc. position peaked at $92K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.