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CBL

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

NWAM LLC’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
2014
Q4 		– Sell
-13,642
Closed -$244K – 298
2014
Q3 		$244K Sell
13,642
-36,362
-73% -$687K 0.09% 224
2014
Q2 		$950K Sell
50,004
-3,222
-6% -$59.5K 0.3% 91
2014
Q1 		$945K Buy
53,226
+19,500
+58% +$339K 0.33% 78
2013
Q4 		$606K Sell
33,726
-8,519
-20% -$160K 0.32% 80
2013
Q3 		$807K Buy
42,245
+4,526
+12% +$95.4K 0.39% 69
2013
Q2 		$808K Buy
+37,719
New +$895K 0.41% 68

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NWAM LLC's CBL Position: Q4 2014 in Review

NWAM LLC sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2014, closing a stake of 13,642 shares — an estimated $244K sold.

NWAM LLC first reported a position in CBL in Q2 2013 and held it in 6 quarters. The position peaked at $950K in Q2 2014. 241 funds tracked by Wall St. Rank hold CBL as of Q4 2014.

  • NWAM LLC reported no remaining CBL& Associates Properties, Inc. position as of Q4 2014 after selling out during the quarter.
  • NWAM LLC sold 13,642 CBL& Associates Properties, Inc. shares in Q4 2014, an estimated $244K.
  • NWAM LLC first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 6 quarters.
  • NWAM LLC's CBL& Associates Properties, Inc. position peaked at $950K in Q2 2014.
  • 241 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2014.

Based on NWAM LLC's 13F filing for Q4 2014, filed 9 Sep 2016.