PIP
CBL

Perennial Investment Partners’s CBL& Associates Properties, Inc. CBL Stock Holding History

Perennial Investment Partners’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
2013
Q4 		– Sell
-165,124
Closed -$3.15M – 95
2013
Q3 		$3.15M Sell
165,124
-242,104
-59% -$5.1M 0.81% 41
2013
Q2 		$8.72M Buy
+407,228
New +$9.66M 2.24% 18

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Perennial Investment Partners's CBL Position: Q4 2013 in Review

Perennial Investment Partners sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2013, closing a stake of 165,124 shares — an estimated $3.15M sold.

Perennial Investment Partners first reported a position in CBL in Q2 2013 and held it in 2 quarters. The position peaked at $8.72M in Q2 2013. 248 funds tracked by Wall St. Rank hold CBL as of Q4 2013.

  • Perennial Investment Partners reported no remaining CBL& Associates Properties, Inc. position as of Q4 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 165,124 CBL& Associates Properties, Inc. shares in Q4 2013, an estimated $3.15M.
  • Perennial Investment Partners first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 2 quarters.
  • Perennial Investment Partners's CBL& Associates Properties, Inc. position peaked at $8.72M in Q2 2013.
  • 248 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2013.

Based on Perennial Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.