ECAU
CBL

Everett Capital Advisors (UK)’s CBL& Associates Properties, Inc. CBL Stock Holding History

Everett Capital Advisors (UK)’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
Q4 		– Sell
-854,298
Closed -$7.17M – 40
2017
Q3 		$7.17M Sell
854,298
-74,993
-8% -$636K 1.06% 27
2017
Q2 		$7.83M Buy
+929,291
New +$7.98M 1.28% 24

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
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
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Everett Capital Advisors (UK)'s CBL Position: Q4 2017 in Review

Everett Capital Advisors (UK) sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2017, closing a stake of 854,298 shares — an estimated $7.17M sold.

Everett Capital Advisors (UK) first reported a position in CBL in Q2 2017 and held it in 2 quarters. The position peaked at $7.83M in Q2 2017. 245 funds tracked by Wall St. Rank hold CBL as of Q4 2017.

  • Everett Capital Advisors (UK) reported no remaining CBL& Associates Properties, Inc. position as of Q4 2017 after selling out during the quarter.
  • Everett Capital Advisors (UK) sold 854,298 CBL& Associates Properties, Inc. shares in Q4 2017, an estimated $7.17M.
  • Everett Capital Advisors (UK) first reported a position in CBL& Associates Properties, Inc. in Q2 2017 and held it in 2 quarters.
  • Everett Capital Advisors (UK)'s CBL& Associates Properties, Inc. position peaked at $7.83M in Q2 2017.
  • 245 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2017.

Based on Everett Capital Advisors (UK)'s 13F filing for Q4 2017, filed 13 Feb 2018.