IPC
CBL

Independent Portfolio Consultants’s CBL& Associates Properties, Inc. CBL Stock Holding History

Independent Portfolio Consultants’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
Q2 		$64K Sell
7,582
-3,958
-34% -$34K 0.03% 485
2017
Q1 		$110K Buy
11,540
+2,525
+28% +$25.9K 0.04% 428
2016
Q4 		$104K Sell
9,015
-2,825
-24% -$32.7K 0.03% 438
2016
Q3 		$144K Sell
11,840
-690
-6% -$8.4K 0.05% 399
2016
Q2 		$117K Sell
12,530
-35
-0.3% -$378 0.04% 423
2016
Q1 		$150K Buy
12,565
+4,830
+62% +$54.7K 0.04% 408
2015
Q4 		$96K Sell
7,735
-1,250
-14% -$17.1K 0.03% 485
2015
Q3 		$124K Buy
8,985
+375
+4% +$5.82K 0.03% 420
2015
Q2 		$139K Buy
8,610
+235
+3% +$4.24K 0.03% 435
2015
Q1 		$166K Buy
8,375
+835
+11% +$16.8K 0.03% 394
2014
Q4 		$146K Sell
7,540
-15,425
-67% -$290K 0.03% 428
2014
Q3 		$411K Sell
22,965
-1,640
-7% -$31K 0.11% 286
2014
Q2 		$467K Sell
24,605
-270
-1% -$4.99K 0.13% 252
2014
Q1 		$441K Sell
24,875
-270
-1% -$4.7K 0.14% 269
2013
Q4 		$452K Sell
25,145
-2,705
-10% -$50.8K 0.16% 265
2013
Q3 		$532K Sell
27,850
-460
-2% -$9.69K 0.21% 187
2013
Q2 		$606K Buy
+28,310
New +$671K 0.27% 115

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Portfolio Consultants's CBL Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its CBL& Associates Properties, Inc. (CBL) stake by 34% in Q2 2017, selling an estimated $34K and leaving 7,582 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #485.

Independent Portfolio Consultants first reported a position in CBL in Q2 2013 and has held it in 17 quarters since. The position peaked at $606K in Q2 2013. 240 funds tracked by Wall St. Rank hold CBL as of Q2 2017.

  • Independent Portfolio Consultants held 7,582 shares of CBL& Associates Properties, Inc. worth $64K as of Q2 2017.
  • Independent Portfolio Consultants sold 3,958 CBL& Associates Properties, Inc. shares in Q2 2017, an estimated $34K.
  • CBL& Associates Properties, Inc. made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #485 holding.
  • Independent Portfolio Consultants first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's CBL& Associates Properties, Inc. position peaked at $606K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.