NFG
CBL

Next Financial Group’s CBL& Associates Properties, Inc. CBL Stock Holding History

Next Financial Group’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
Q1 		– Sell
-106
Closed -$1K – 2404
2016
Q4 		$1K Hold
106
– – ﹤0.01% 2338
2016
Q3 		$1K Buy
+106
New +$1.29K ﹤0.01% 2331
2014
Q4 		– Sell
-554
Closed -$10K – 2463
2014
Q3 		$10K Hold
554
– – ﹤0.01% 1770
2014
Q2 		$10K Buy
+554
New +$10.2K 0.01% 793

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Next Financial Group's CBL Position: Q1 2017 in Review

Next Financial Group sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2017, closing a stake of 106 shares — an estimated $1K sold.

Next Financial Group first reported a position in CBL in Q2 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2014. 222 funds tracked by Wall St. Rank hold CBL as of Q1 2017.

  • Next Financial Group reported no remaining CBL& Associates Properties, Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 106 CBL& Associates Properties, Inc. shares in Q1 2017, an estimated $1K.
  • Next Financial Group first reported a position in CBL& Associates Properties, Inc. in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's CBL& Associates Properties, Inc. position peaked at $10K in Q3 2014.
  • 222 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.