CAM
CBL

Capstone Asset Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Capstone Asset 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
2017
Q2 		$142K Buy
+16,897
New +$145K ﹤0.01% 1553
2013
Q4 		– Sell
-19,309
Closed -$369K – 1983
2013
Q3 		$369K Sell
19,309
-105
-0.5% -$2.21K 0.01% 1514
2013
Q2 		$416K Buy
+19,414
New +$460K 0.01% 1339

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

Capstone Asset Management's CBL Position: Q2 2017 in Review

Capstone Asset Management opened a new position in CBL& Associates Properties, Inc. (CBL) in Q2 2017: 16,897 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: Capstone Asset Management previously reported a position in CBL as recently as Q3 2013.

Capstone Asset Management first reported a position in CBL in Q2 2013 and has held it in 3 quarters since. The position peaked at $416K in Q2 2013. 240 funds tracked by Wall St. Rank hold CBL as of Q2 2017.

  • Capstone Asset Management held 16,897 shares of CBL& Associates Properties, Inc. worth $142K as of Q2 2017.
  • CBL& Associates Properties, Inc. was a new Capstone Asset Management position in Q2 2017.
  • CBL& Associates Properties, Inc. made up ﹤0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1553 holding.
  • Capstone Asset Management first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and has held it in 3 quarters since.
  • Capstone Asset Management's CBL& Associates Properties, Inc. position peaked at $416K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.