PI
CBL

Placemark Investments’s CBL& Associates Properties, Inc. CBL Stock Holding History

Placemark Investments’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 		$619K Sell
31,860
-19,162
-38% -$361K 0.01% 1080
2014
Q3 		$914K Buy
51,022
+1,268
+3% +$24K 0.02% 911
2014
Q2 		$946K Buy
49,754
+2,911
+6% +$53.8K 0.02% 891
2014
Q1 		$832K Buy
46,843
+16,946
+57% +$295K 0.02% 900
2013
Q4 		$536K Buy
29,897
+1,897
+7% +$35.6K 0.01% 1101
2013
Q3 		$534K Sell
28,000
-11,625
-29% -$245K 0.01% 1060
2013
Q2 		$851K Buy
+39,625
New +$940K 0.02% 810

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

Placemark Investments's CBL Position: Q4 2014 in Review

Placemark Investments reduced its CBL& Associates Properties, Inc. (CBL) stake by 38% in Q4 2014, selling an estimated $361K and leaving 31,860 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #1080.

Placemark Investments first reported a position in CBL in Q2 2013 and has held it in 7 quarters since. The position peaked at $946K in Q2 2014. 241 funds tracked by Wall St. Rank hold CBL as of Q4 2014.

  • Placemark Investments held 31,860 shares of CBL& Associates Properties, Inc. worth $619K as of Q4 2014.
  • Placemark Investments sold 19,162 CBL& Associates Properties, Inc. shares in Q4 2014, an estimated $361K.
  • CBL& Associates Properties, Inc. made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1080 holding.
  • Placemark Investments first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's CBL& Associates Properties, Inc. position peaked at $946K in Q2 2014.
  • 241 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.