Massachusetts Financial Services
CBL

Massachusetts Financial Services’s CBL& Associates Properties, Inc. CBL Stock Holding History

Massachusetts Financial Services’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
Q3 		– Sell
-42,567
Closed -$359K – 882
2017
Q2 		$359K Buy
42,567
+1,224
+3% +$10.5K ﹤0.01% 827
2017
Q1 		$394K Buy
+41,343
New +$424K ﹤0.01% 808

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services's CBL Position: Q3 2017 in Review

Massachusetts Financial Services sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2017, closing a stake of 42,567 shares — an estimated $359K sold.

Massachusetts Financial Services first reported a position in CBL in Q1 2017 and held it in 2 quarters. The position peaked at $394K in Q1 2017. 241 funds tracked by Wall St. Rank hold CBL as of Q3 2017.

  • Massachusetts Financial Services reported no remaining CBL& Associates Properties, Inc. position as of Q3 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 42,567 CBL& Associates Properties, Inc. shares in Q3 2017, an estimated $359K.
  • Massachusetts Financial Services first reported a position in CBL& Associates Properties, Inc. in Q1 2017 and held it in 2 quarters.
  • Massachusetts Financial Services's CBL& Associates Properties, Inc. position peaked at $394K in Q1 2017.
  • 241 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2017.

Based on Massachusetts Financial Services's 13F filing for Q3 2017, filed 14 Nov 2017.