CA
CBL

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

CapWealth 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
Q3 		– Sell
-606
Closed -$10K – 299
2015
Q2 		$10K Hold
606
– – ﹤0.01% 207
2015
Q1 		$12K Buy
+606
New +$12.2K ﹤0.01% 209
2014
Q4 		– Sell
-606
Closed -$11K – 300
2014
Q3 		$11K Buy
+606
New +$11.5K ﹤0.01% 230

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CapWealth Advisors's CBL Position: Q3 2015 in Review

CapWealth Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2015, closing a stake of 606 shares — an estimated $10K sold.

CapWealth Advisors first reported a position in CBL in Q3 2014 and held it in 3 quarters. The position peaked at $12K in Q1 2015. 227 funds tracked by Wall St. Rank hold CBL as of Q3 2015.

  • CapWealth Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q3 2015 after selling out during the quarter.
  • CapWealth Advisors sold 606 CBL& Associates Properties, Inc. shares in Q3 2015, an estimated $10K.
  • CapWealth Advisors first reported a position in CBL& Associates Properties, Inc. in Q3 2014 and held it in 3 quarters.
  • CapWealth Advisors's CBL& Associates Properties, Inc. position peaked at $12K in Q1 2015.
  • 227 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2015.

Based on CapWealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.