KIA
CBL.PRD

KCM Investment Advisors’s CBL& Associates Properties, Inc. Depositary Shares each representing a 1/10th fractional interest of CBL.PRD Stock Holding History

KCM Investment Advisors’s Portfolio CBL.PRD Stock Details CBL.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,148
Closed -$370K – 551
2017
Q3 		$370K Buy
15,148
+140
+0.9% +$3.38K 0.02% 397
2017
Q2 		$349K Buy
15,008
+1,400
+10% +$32.5K 0.02% 416
2017
Q1 		$326K Buy
13,608
+2,232
+20% +$54.7K 0.02% 423
2016
Q4 		$278K Buy
11,376
+754
+7% +$18.7K 0.02% 454
2016
Q3 		$266K Buy
+10,622
New +$267K 0.02% 466

Other funds holding CBL.PRD

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KCM Investment Advisors's CBL.PRD Position: Q4 2017 in Review

KCM Investment Advisors sold out of CBL& Associates Properties, Inc. Depositary Shares each representing a 1/10th fractional interest of (CBL.PRD) in Q4 2017, closing a stake of 15,148 shares — an estimated $370K sold.

KCM Investment Advisors first reported a position in CBL.PRD in Q3 2016 and held it in 5 quarters. The position peaked at $370K in Q3 2017. 3 funds tracked by Wall St. Rank hold CBL.PRD as of Q4 2017.

  • KCM Investment Advisors reported no remaining CBL& Associates Properties, Inc. Depositary Shares each representing a 1/10th fractional interest of position as of Q4 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 15,148 CBL& Associates Properties, Inc. Depositary Shares each representing a 1/10th fractional interest of shares in Q4 2017, an estimated $370K.
  • KCM Investment Advisors first reported a position in CBL& Associates Properties, Inc. Depositary Shares each representing a 1/10th fractional interest of in Q3 2016 and held it in 5 quarters.
  • KCM Investment Advisors's CBL& Associates Properties, Inc. Depositary Shares each representing a 1/10th fractional interest of position peaked at $370K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. Depositary Shares each representing a 1/10th fractional interest of as of Q4 2017.

Based on KCM Investment Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.