RFCA
CBL

R&F Capital Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

R&F Capital 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
2017
Q1 		$141K Sell
14,790
-4,138
-22% -$42.4K 0.04% 595
2016
Q4 		$218K Buy
+18,928
New +$219K 0.08% 394

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

R&F Capital Advisors's CBL Position: Q1 2017 in Review

R&F Capital Advisors reduced its CBL& Associates Properties, Inc. (CBL) stake by 22% in Q1 2017, selling an estimated $42.4K and leaving 14,790 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #595.

R&F Capital Advisors first reported a position in CBL in Q4 2016 and has held it in 2 quarters since. The position peaked at $218K in Q4 2016. 222 funds tracked by Wall St. Rank hold CBL as of Q1 2017.

  • R&F Capital Advisors held 14,790 shares of CBL& Associates Properties, Inc. worth $141K as of Q1 2017.
  • R&F Capital Advisors sold 4,138 CBL& Associates Properties, Inc. shares in Q1 2017, an estimated $42.4K.
  • CBL& Associates Properties, Inc. made up 0.04% of R&F Capital Advisors's portfolio in Q1 2017, its #595 holding.
  • R&F Capital Advisors first reported a position in CBL& Associates Properties, Inc. in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's CBL& Associates Properties, Inc. position peaked at $218K in Q4 2016.
  • 222 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.