CWM
CBL

Concert Wealth Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Concert Wealth 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
2015
Q3 		– Sell
-48,955
Closed -$796K – 753
2015
Q2 		$796K Buy
+48,955
New +$883K 0.1% 257
2015
Q1 		– Hold
0
– – – 101
2014
Q4 		– Hold
0
– – – 227

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

Concert Wealth Management's CBL Position: Q3 2015 in Review

Concert Wealth Management sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2015, closing a stake of 48,955 shares — an estimated $796K sold.

Concert Wealth Management first reported a position in CBL in Q2 2015 and held it in 1 quarter. The position peaked at $796K in Q2 2015. 227 funds tracked by Wall St. Rank hold CBL as of Q3 2015.

  • Concert Wealth Management reported no remaining CBL& Associates Properties, Inc. position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 48,955 CBL& Associates Properties, Inc. shares in Q3 2015, an estimated $796K.
  • Concert Wealth Management first reported a position in CBL& Associates Properties, Inc. in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's CBL& Associates Properties, Inc. position peaked at $796K in Q2 2015.
  • 227 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.