Jones Financial Companies
CBL

Jones Financial Companies’s CBL& Associates Properties, Inc. CBL Stock Holding History

Jones Financial Companies’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
Q3 		– Sell
-1,273
Closed -$27K – 861
2013
Q2 		$27K Buy
+1,273
New +$30.2K ﹤0.01% 411

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's CBL Position: Q3 2013 in Review

Jones Financial Companies sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2013, closing a stake of 1,273 shares — an estimated $27K sold.

Jones Financial Companies first reported a position in CBL in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 251 funds tracked by Wall St. Rank hold CBL as of Q3 2013.

  • Jones Financial Companies reported no remaining CBL& Associates Properties, Inc. position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,273 CBL& Associates Properties, Inc. shares in Q3 2013, an estimated $27K.
  • Jones Financial Companies first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's CBL& Associates Properties, Inc. position peaked at $27K in Q2 2013.
  • 251 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.