GIM
CBL

Grassi Investment Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Grassi Investment 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
2013
Q4 		– Sell
-10,825
Closed -$207K – 144
2013
Q3 		$207K Sell
10,825
-2,930
-21% -$61.7K 0.05% 128
2013
Q2 		$295K Buy
+13,755
New +$326K 0.08% 132

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Grassi Investment Management's CBL Position: Q4 2013 in Review

Grassi Investment Management sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2013, closing a stake of 10,825 shares — an estimated $207K sold.

Grassi Investment Management first reported a position in CBL in Q2 2013 and held it in 2 quarters. The position peaked at $295K in Q2 2013. 248 funds tracked by Wall St. Rank hold CBL as of Q4 2013.

  • Grassi Investment Management reported no remaining CBL& Associates Properties, Inc. position as of Q4 2013 after selling out during the quarter.
  • Grassi Investment Management sold 10,825 CBL& Associates Properties, Inc. shares in Q4 2013, an estimated $207K.
  • Grassi Investment Management first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 2 quarters.
  • Grassi Investment Management's CBL& Associates Properties, Inc. position peaked at $295K in Q2 2013.
  • 248 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2013.

Based on Grassi Investment Management's 13F filing for Q4 2013, filed 30 Apr 2014.