BI
CBL

Boulegeris Investments’s CBL& Associates Properties, Inc. CBL Stock Holding History

Boulegeris Investments’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
Q3 		– Sell
-293,935
Closed -$1.64M – 53
2018
Q2 		$1.64M Buy
293,935
+46,420
+19% +$222K 0.82% 27
2018
Q1 		$1.03M Buy
247,515
+59,084
+31% +$296K 0.56% 33
2017
Q4 		$1.07M Buy
188,431
+36,828
+24% +$246K 0.56% 31
2017
Q3 		$1.27M Buy
151,603
+74,578
+97% +$633K 0.71% 25
2017
Q2 		$649K Buy
+77,025
New +$661K 0.37% 33

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boulegeris Investments's CBL Position: Q3 2018 in Review

Boulegeris Investments sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2018, closing a stake of 293,935 shares — an estimated $1.64M sold.

Boulegeris Investments first reported a position in CBL in Q2 2017 and held it in 5 quarters. The position peaked at $1.64M in Q2 2018. 217 funds tracked by Wall St. Rank hold CBL as of Q3 2018.

  • Boulegeris Investments reported no remaining CBL& Associates Properties, Inc. position as of Q3 2018 after selling out during the quarter.
  • Boulegeris Investments sold 293,935 CBL& Associates Properties, Inc. shares in Q3 2018, an estimated $1.64M.
  • Boulegeris Investments first reported a position in CBL& Associates Properties, Inc. in Q2 2017 and held it in 5 quarters.
  • Boulegeris Investments's CBL& Associates Properties, Inc. position peaked at $1.64M in Q2 2018.
  • 217 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2018.

Based on Boulegeris Investments's 13F filing for Q3 2018.