BIG
CBL

Bellwether Investment Group’s CBL& Associates Properties, Inc. CBL Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-2,625
Closed -$25K – 698
2017
Q1 		$25K Sell
2,625
-26,669
-91% -$274K 0.07% 259
2016
Q4 		$337K Buy
+29,294
New +$340K 0.3% 87
2016
Q2 		$235K Buy
+25,268
New +$273K 0.26% 106

Other funds holding CBL

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Investment Group's CBL Position: Q2 2017 in Review

Bellwether Investment Group sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2017, closing a stake of 2,625 shares — an estimated $25K sold.

Bellwether Investment Group first reported a position in CBL in Q2 2016 and held it in 3 quarters. The position peaked at $337K in Q4 2016. 240 funds tracked by Wall St. Rank hold CBL as of Q2 2017.

  • Bellwether Investment Group reported no remaining CBL& Associates Properties, Inc. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,625 CBL& Associates Properties, Inc. shares in Q2 2017, an estimated $25K.
  • Bellwether Investment Group first reported a position in CBL& Associates Properties, Inc. in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's CBL& Associates Properties, Inc. position peaked at $337K in Q4 2016.
  • 240 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.