PL
CBL

Perpetual Ltd’s CBL& Associates Properties, Inc. CBL Stock Holding History

Perpetual Ltd’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
Q3 		– Sell
-12,953
Closed -$210K – 193
2015
Q2 		$210K Hold
12,953
– – 0.02% 174
2015
Q1 		$256K Sell
12,953
-2,685
-17% -$54.1K 0.03% 167
2014
Q4 		$304K Sell
15,638
-475
-3% -$8.94K 0.04% 182
2014
Q3 		$288K Buy
16,113
+999
+7% +$18.9K 0.03% 168
2014
Q2 		$287K Sell
15,114
-723
-5% -$13.4K 0.03% 189
2014
Q1 		$281K Buy
15,837
+315
+2% +$5.48K 0.04% 165
2013
Q4 		$279K Buy
15,522
+1,791
+13% +$33.7K 0.04% 183
2013
Q3 		$262K Buy
+13,731
New +$289K 0.04% 185

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Perpetual Ltd's CBL Position: Q3 2015 in Review

Perpetual Ltd sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2015, closing a stake of 12,953 shares — an estimated $210K sold.

Perpetual Ltd first reported a position in CBL in Q3 2013 and held it in 8 quarters. The position peaked at $304K in Q4 2014. 227 funds tracked by Wall St. Rank hold CBL as of Q3 2015.

  • Perpetual Ltd reported no remaining CBL& Associates Properties, Inc. position as of Q3 2015 after selling out during the quarter.
  • Perpetual Ltd sold 12,953 CBL& Associates Properties, Inc. shares in Q3 2015, an estimated $210K.
  • Perpetual Ltd first reported a position in CBL& Associates Properties, Inc. in Q3 2013 and held it in 8 quarters.
  • Perpetual Ltd's CBL& Associates Properties, Inc. position peaked at $304K in Q4 2014.
  • 227 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2015.

Based on Perpetual Ltd's 13F filing for Q3 2015, filed 26 Sep 2017.