OIA
CBL

Optimum Investment Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$23K Hold
1,150
– – 0.01% 666
2014
Q4 		$22K Hold
1,150
– – 0.01% 690
2014
Q3 		$21K Hold
1,150
– – 0.01% 631
2014
Q2 		$22K Hold
1,150
– – 0.01% 647
2014
Q1 		$20K Hold
1,150
– – 0.01% 517
2013
Q4 		$21K Hold
1,150
– – 0.01% 515
2013
Q3 		$22K Buy
+1,150
New +$24.2K 0.01% 482

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Optimum Investment Advisors's CBL Position: Q1 2015 in Review

Optimum Investment Advisors held its CBL& Associates Properties, Inc. (CBL) position steady in Q1 2015 at 1,150 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #666.

Optimum Investment Advisors first reported a position in CBL in Q3 2013 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold CBL as of Q1 2015.

  • Optimum Investment Advisors held 1,150 shares of CBL& Associates Properties, Inc. worth $23K as of Q1 2015.
  • Optimum Investment Advisors left its CBL& Associates Properties, Inc. share count unchanged in Q1 2015.
  • CBL& Associates Properties, Inc. made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #666 holding.
  • Optimum Investment Advisors first reported a position in CBL& Associates Properties, Inc. in Q3 2013 and has held it in 7 quarters since.
  • 232 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.