IWMPD
CBL

Integrated Wealth Management (Palm Desert)’s CBL& Associates Properties, Inc. CBL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-245
Closed -$3K – 1360
2015
Q4 		$3K Hold
245
– – ﹤0.01% 1045
2015
Q3 		$3K Hold
245
– – ﹤0.01% 1055
2015
Q2 		$4K Hold
245
– – ﹤0.01% 1018
2015
Q1 		$4K Buy
+245
New +$4.93K ﹤0.01% 992

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CBL Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2016, closing a stake of 245 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CBL in Q1 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2015. 230 funds tracked by Wall St. Rank hold CBL as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining CBL& Associates Properties, Inc. position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 245 CBL& Associates Properties, Inc. shares in Q1 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in CBL& Associates Properties, Inc. in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s CBL& Associates Properties, Inc. position peaked at $4K in Q2 2015.
  • 230 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.