KI
CBL

Koch Industries’s CBL& Associates Properties, Inc. CBL Stock Holding History

Koch Industries’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
2018
Q1 		– Sell
-56,970
Closed -$322K – 1006
2017
Q4 		$322K Sell
56,970
-12,782
-18% -$85.5K 0.05% 419
2017
Q3 		$586K Buy
69,752
+6,081
+10% +$51.6K 0.14% 133
2017
Q2 		$537K Buy
+63,671
New +$547K 0.15% 115

Other funds holding CBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Koch Industries's CBL Position: Q1 2018 in Review

Koch Industries sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2018, closing a stake of 56,970 shares — an estimated $322K sold.

Koch Industries first reported a position in CBL in Q2 2017 and held it in 3 quarters. The position peaked at $586K in Q3 2017. 223 funds tracked by Wall St. Rank hold CBL as of Q1 2018.

  • Koch Industries reported no remaining CBL& Associates Properties, Inc. position as of Q1 2018 after selling out during the quarter.
  • Koch Industries sold 56,970 CBL& Associates Properties, Inc. shares in Q1 2018, an estimated $322K.
  • Koch Industries first reported a position in CBL& Associates Properties, Inc. in Q2 2017 and held it in 3 quarters.
  • Koch Industries's CBL& Associates Properties, Inc. position peaked at $586K in Q3 2017.
  • 223 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2018.

Based on Koch Industries's 13F filing for Q1 2018, filed 14 May 2018.