ATIA
CBL

American Trust Investment Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

American Trust Investment Advisors’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
2016
Q1 		– Sell
-77,630
Closed -$960K – 76
2015
Q4 		$960K Buy
77,630
+7,230
+10% +$98.7K 1.08% 38
2015
Q3 		$968K Sell
70,400
-1,380
-2% -$21.4K 1.13% 37
2015
Q2 		$1.16M Buy
+71,780
New +$1.29M 1.16% 39

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Trust Investment Advisors's CBL Position: Q1 2016 in Review

American Trust Investment Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2016, closing a stake of 77,630 shares — an estimated $960K sold.

American Trust Investment Advisors first reported a position in CBL in Q2 2015 and held it in 3 quarters. The position peaked at $1.16M in Q2 2015. 230 funds tracked by Wall St. Rank hold CBL as of Q1 2016.

  • American Trust Investment Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q1 2016 after selling out during the quarter.
  • American Trust Investment Advisors sold 77,630 CBL& Associates Properties, Inc. shares in Q1 2016, an estimated $960K.
  • American Trust Investment Advisors first reported a position in CBL& Associates Properties, Inc. in Q2 2015 and held it in 3 quarters.
  • American Trust Investment Advisors's CBL& Associates Properties, Inc. position peaked at $1.16M in Q2 2015.
  • 230 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2016.

Based on American Trust Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.