KIA
CBL.PRE

KCM Investment Advisors’s CBL & ASSOCIATES PROPERTIES, INC. Depository Shares, each representing a 1/10th fractional Interest CBL.PRE Stock Holding History

KCM Investment Advisors’s Portfolio CBL.PRE Stock Details CBL.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-17,432
Closed -$428K – 536
2017
Q3 		$428K Buy
17,432
+128
+0.7% +$3.12K 0.03% 375
2017
Q2 		$402K Buy
17,304
+800
+5% +$18.6K 0.03% 388
2017
Q1 		$385K Buy
16,504
+1,700
+11% +$40.4K 0.02% 396
2016
Q4 		$340K Buy
14,804
+558
+4% +$13.6K 0.02% 419
2016
Q3 		$360K Buy
14,246
+3,695
+35% +$94K 0.02% 419
2016
Q2 		$261K Hold
10,551
– – 0.02% 456
2016
Q1 		$252K Buy
10,551
+1,258
+14% +$28.6K 0.02% 457
2015
Q4 		$232K Sell
9,293
-84
-0.9% -$2.11K 0.02% 470
2015
Q3 		$232K Buy
9,377
+1,007
+12% +$25.5K 0.02% 468
2015
Q2 		$214K Buy
+8,370
New +$212K 0.02% 503
2013
Q4 		– Sell
-9,583
Closed -$223K – 455
2013
Q3 		$223K Sell
9,583
-399
-4% -$9.41K 0.03% 402
2013
Q2 		$248K Buy
+9,982
New +$255K 0.03% 390

Other funds holding CBL.PRE

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
QSS
Quantitative Systematic Strategies Ponte Vedra Beach, Florida $11.5M AUM 21.96% 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.PRE Position: Q4 2017 in Review

KCM Investment Advisors sold out of CBL & ASSOCIATES PROPERTIES, INC. Depository Shares, each representing a 1/10th fractional Interest (CBL.PRE) in Q4 2017, closing a stake of 17,432 shares — an estimated $428K sold.

KCM Investment Advisors first reported a position in CBL.PRE in Q2 2013 and held it in 12 quarters. The position peaked at $428K in Q3 2017. 3 funds tracked by Wall St. Rank hold CBL.PRE as of Q4 2017.

  • KCM Investment Advisors reported no remaining CBL & ASSOCIATES PROPERTIES, INC. Depository Shares, each representing a 1/10th fractional Interest position as of Q4 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 17,432 CBL & ASSOCIATES PROPERTIES, INC. Depository Shares, each representing a 1/10th fractional Interest shares in Q4 2017, an estimated $428K.
  • KCM Investment Advisors first reported a position in CBL & ASSOCIATES PROPERTIES, INC. Depository Shares, each representing a 1/10th fractional Interest in Q2 2013 and held it in 12 quarters.
  • KCM Investment Advisors's CBL & ASSOCIATES PROPERTIES, INC. Depository Shares, each representing a 1/10th fractional Interest position peaked at $428K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held CBL & ASSOCIATES PROPERTIES, INC. Depository Shares, each representing a 1/10th fractional Interest as of Q4 2017.

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