BWM
CBL

Baystate Wealth Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Baystate Wealth 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
-760
Closed -$4K – 738
2017
Q4 		$4K Buy
760
+10
+1% +$67 ﹤0.01% 459
2017
Q3 		$6K Hold
750
– – ﹤0.01% 399
2017
Q2 		$7K Hold
750
– – ﹤0.01% 384
2017
Q1 		$7K Hold
750
– – ﹤0.01% 370
2016
Q4 		$9K Buy
+750
New +$8.7K ﹤0.01% 316

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

Baystate Wealth Management's CBL Position: Q1 2018 in Review

Baystate Wealth Management sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2018, closing a stake of 760 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in CBL in Q4 2016 and held it in 5 quarters. The position peaked at $9K in Q4 2016. 223 funds tracked by Wall St. Rank hold CBL as of Q1 2018.

  • Baystate Wealth Management reported no remaining CBL& Associates Properties, Inc. position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 760 CBL& Associates Properties, Inc. shares in Q1 2018, an estimated $4K.
  • Baystate Wealth Management first reported a position in CBL& Associates Properties, Inc. in Q4 2016 and held it in 5 quarters.
  • Baystate Wealth Management's CBL& Associates Properties, Inc. position peaked at $9K in Q4 2016.
  • 223 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.