SMH
CBL

Sanders Morris Harris’s CBL& Associates Properties, Inc. CBL Stock Holding History

Sanders Morris Harris’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
2018
Q3 		– Sell
-10,000
Closed -$56K – 150
2018
Q2 		$56K Sell
10,000
-4,000
-29% -$19.2K 0.03% 133
2018
Q1 		$58K Sell
14,000
-4,000
-22% -$20K 0.02% 139
2017
Q4 		$102K Sell
18,000
-3,500
-16% -$23.4K 0.04% 119
2017
Q3 		$180K Buy
21,500
+11,500
+115% +$97.5K 0.08% 118
2017
Q2 		$84K Buy
+10,000
New +$85.9K 0.03% 124

Other funds holding CBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sanders Morris Harris's CBL Position: Q3 2018 in Review

Sanders Morris Harris sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2018, closing a stake of 10,000 shares — an estimated $56K sold.

Sanders Morris Harris first reported a position in CBL in Q2 2017 and held it in 5 quarters. The position peaked at $180K in Q3 2017. 217 funds tracked by Wall St. Rank hold CBL as of Q3 2018.

  • Sanders Morris Harris reported no remaining CBL& Associates Properties, Inc. position as of Q3 2018 after selling out during the quarter.
  • Sanders Morris Harris sold 10,000 CBL& Associates Properties, Inc. shares in Q3 2018, an estimated $56K.
  • Sanders Morris Harris first reported a position in CBL& Associates Properties, Inc. in Q2 2017 and held it in 5 quarters.
  • Sanders Morris Harris's CBL& Associates Properties, Inc. position peaked at $180K in Q3 2017.
  • 217 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2018.

Based on Sanders Morris Harris's 13F filing for Q3 2018, filed 9 Oct 2018.