HI
CBL

Horizon Investments’s CBL& Associates Properties, Inc. CBL Stock Holding History

Horizon Investments’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
Q1 		– Sell
-11,420
Closed -$131K – 204
2016
Q4 		$131K Buy
11,420
+114
+1% +$1.32K 0.01% 155
2016
Q3 		$137K Sell
11,306
-6,498
-36% -$79.1K 0.01% 112
2016
Q2 		$166K Sell
17,804
-151
-0.8% -$1.63K 0.01% 105
2016
Q1 		$214K Buy
+17,955
New +$203K 0.02% 91

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Horizon Investments's CBL Position: Q1 2017 in Review

Horizon Investments sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2017, closing a stake of 11,420 shares — an estimated $131K sold.

Horizon Investments first reported a position in CBL in Q1 2016 and held it in 4 quarters. The position peaked at $214K in Q1 2016. 222 funds tracked by Wall St. Rank hold CBL as of Q1 2017.

  • Horizon Investments reported no remaining CBL& Associates Properties, Inc. position as of Q1 2017 after selling out during the quarter.
  • Horizon Investments sold 11,420 CBL& Associates Properties, Inc. shares in Q1 2017, an estimated $131K.
  • Horizon Investments first reported a position in CBL& Associates Properties, Inc. in Q1 2016 and held it in 4 quarters.
  • Horizon Investments's CBL& Associates Properties, Inc. position peaked at $214K in Q1 2016.
  • 222 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2017.

Based on Horizon Investments's 13F filing for Q1 2017, filed 12 May 2017.