Jacobs Levy Equity Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Jacobs Levy Equity 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
2017 Q2	–	Sell	-65,400	Closed	-$624K	–	1051
2017 Q1	$624K	Hold	65,400	–	–	0.01%	632
2016 Q4	$752K	Buy	65,400 +9,800	+18%	+$114K	0.01%	608
2016 Q3	$675K	Sell	55,600 -23,700	-30%	-$289K	0.01%	657
2016 Q2	$738K	Buy	79,300 +22,920	+41%	+$248K	0.02%	665
2016 Q1	$671K	Buy	56,380 +32,600	+137%	+$369K	0.01%	660
2015 Q4	$294K	Buy	+23,780	New	+$325K	0.01%	651
2015 Q3	–	Sell	-17,427	Closed	-$282K	–	890
2015 Q2	$282K	Buy	17,427 +1,160	+7%	+$20.9K	0.01%	671
2015 Q1	$322K	Sell	16,267 -31,093	-66%	-$626K	0.01%	640
2014 Q4	$920K	Sell	47,360 -2,000	-4%	-$37.6K	0.02%	521
2014 Q3	$884K	Buy	+49,360	New	+$933K	0.01%	510
2014 Q1	–	Sell	-62,271	Closed	-$1.12M	–	1046
2013 Q4	$1.12M	Buy	+62,271	New	+$1.17M	0.02%	541

Other funds holding CBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobs Levy Equity Management's CBL Position: Q2 2017 in Review

Jacobs Levy Equity Management sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2017, closing a stake of 65,400 shares — an estimated $624K sold.

Jacobs Levy Equity Management first reported a position in CBL in Q4 2013 and held it in 11 quarters. The position peaked at $1.12M in Q4 2013. 240 funds tracked by Wall St. Rank hold CBL as of Q2 2017.

Jacobs Levy Equity Management reported no remaining CBL& Associates Properties, Inc. position as of Q2 2017 after selling out during the quarter.
Jacobs Levy Equity Management sold 65,400 CBL& Associates Properties, Inc. shares in Q2 2017, an estimated $624K.
Jacobs Levy Equity Management first reported a position in CBL& Associates Properties, Inc. in Q4 2013 and held it in 11 quarters.
Jacobs Levy Equity Management's CBL& Associates Properties, Inc. position peaked at $1.12M in Q4 2013.
240 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2017, filed 14 Aug 2017.