BRWA
CBL

B. Riley Wealth Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-960
Closed -$19 – 2232
2014
Q4 		$19 Buy
+960
New +$18.1K ﹤0.01% 2588
2014
Q3 		– Sell
-1,084
Closed -$20.6K – 2094
2014
Q2 		$20.6K Buy
+1,084
New +$20K ﹤0.01% 1462

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

B. Riley Wealth Advisors's CBL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2015, closing a stake of 960 shares — an estimated $19 sold.

B. Riley Wealth Advisors first reported a position in CBL in Q2 2014 and held it in 2 quarters. The position peaked at $20.6K in Q2 2014. 232 funds tracked by Wall St. Rank hold CBL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 960 CBL& Associates Properties, Inc. shares in Q1 2015, an estimated $19.
  • B. Riley Wealth Advisors first reported a position in CBL& Associates Properties, Inc. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CBL& Associates Properties, Inc. position peaked at $20.6K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.