Old Mutual Customised Solutions’s CBL& Associates Properties, Inc. CBL Stock Holding History

Old Mutual Customised Solutions’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 Q2	$256K	Hold	46,000	–	–	0.03%	528
2018 Q1	$192K	Buy	46,000 +40,400	+721%	+$202K	0.02%	563
2017 Q4	$32K	Hold	5,600	–	–	﹤0.01%	736
2017 Q3	$47K	Hold	5,600	–	–	0.01%	763
2017 Q2	$47K	Hold	5,600	–	–	0.01%	753
2017 Q1	$53K	Hold	5,600	–	–	0.01%	750
2016 Q4	$64K	Hold	5,600	–	–	0.01%	739
2016 Q3	$68K	Buy	5,600 +2,600	+87%	+$31.7K	0.02%	642
2016 Q2	$28K	Hold	3,000	–	–	0.01%	706
2016 Q1	$36K	Hold	3,000	–	–	0.01%	684
2015 Q4	$37K	Hold	3,000	–	–	0.01%	691
2015 Q3	$41K	Hold	3,000	–	–	0.01%	694
2015 Q2	$49K	Hold	3,000	–	–	0.01%	705
2015 Q1	$59K	Hold	3,000	–	–	0.01%	687
2014 Q4	$58K	Hold	3,000	–	–	0.02%	634
2014 Q3	$54K	Hold	3,000	–	–	0.02%	633
2014 Q2	$57K	Hold	3,000	–	–	0.01%	685
2014 Q1	$53K	Hold	3,000	–	–	0.01%	687
2013 Q4	$54K	Hold	3,000	–	–	0.01%	687
2013 Q3	$57K	Sell	3,000 -2,100	-41%	-$44.3K	0.02%	670
2013 Q2	$109K	Buy	+5,100	New	+$121K	0.03%	586

Other funds holding CBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Old Mutual Customised Solutions's CBL Position: Q2 2018 in Review

Old Mutual Customised Solutions held its CBL& Associates Properties, Inc. (CBL) position steady in Q2 2018 at 46,000 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #528.

Old Mutual Customised Solutions first reported a position in CBL in Q2 2013 and has held it in 21 quarters since. 215 funds tracked by Wall St. Rank hold CBL as of Q2 2018.

Old Mutual Customised Solutions held 46,000 shares of CBL& Associates Properties, Inc. worth $256K as of Q2 2018.
Old Mutual Customised Solutions left its CBL& Associates Properties, Inc. share count unchanged in Q2 2018.
CBL& Associates Properties, Inc. made up 0.03% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #528 holding.
Old Mutual Customised Solutions first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and has held it in 21 quarters since.
215 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.