MA
CBL

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

Montag & Associates’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
Q4 		– Sell
-65,590
Closed -$262K – 330
2018
Q3 		$262K Buy
+65,590
New +$314K 0.02% 286

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Montag & Associates's CBL Position: Q4 2018 in Review

Montag & Associates sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2018, closing a stake of 65,590 shares — an estimated $262K sold.

Montag & Associates first reported a position in CBL in Q3 2018 and held it in 1 quarter. The position peaked at $262K in Q3 2018. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2018.

  • Montag & Associates reported no remaining CBL& Associates Properties, Inc. position as of Q4 2018 after selling out during the quarter.
  • Montag & Associates sold 65,590 CBL& Associates Properties, Inc. shares in Q4 2018, an estimated $262K.
  • Montag & Associates first reported a position in CBL& Associates Properties, Inc. in Q3 2018 and held it in 1 quarter.
  • Montag & Associates's CBL& Associates Properties, Inc. position peaked at $262K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2018.

Based on Montag & Associates's 13F filing for Q4 2018, filed 6 Feb 2019.