BA
CBL

Boston Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

Boston 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
Q2 		– Sell
-10,165
Closed -$201K – 697
2015
Q1 		$201K Buy
10,165
+25
+0.2% +$504 0.01% 636
2014
Q4 		$197K Buy
+10,140
New +$191K 0.01% 569
2013
Q4 		– Sell
-374,057
Closed -$7.14M – 614
2013
Q3 		$7.14M Buy
374,057
+63,285
+20% +$1.33M 0.38% 85
2013
Q2 		$6.66M Buy
+310,772
New +$7.37M 0.32% 93

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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Advisors's CBL Position: Q2 2015 in Review

Boston Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2015, closing a stake of 10,165 shares — an estimated $201K sold.

Boston Advisors first reported a position in CBL in Q2 2013 and held it in 4 quarters. The position peaked at $7.14M in Q3 2013. 238 funds tracked by Wall St. Rank hold CBL as of Q2 2015.

  • Boston Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q2 2015 after selling out during the quarter.
  • Boston Advisors sold 10,165 CBL& Associates Properties, Inc. shares in Q2 2015, an estimated $201K.
  • Boston Advisors first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 4 quarters.
  • Boston Advisors's CBL& Associates Properties, Inc. position peaked at $7.14M in Q3 2013.
  • 238 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2015.

Based on Boston Advisors's 13F filing for Q2 2015, filed 22 Jul 2015.