Stifel Financial
CBL

Stifel Financial’s CBL& Associates Properties, Inc. CBL Stock Holding History

Stifel Financial’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
Q2 		– Sell
-10,299
Closed -$98K – 2647
2017
Q1 		$98K Buy
+10,299
New +$106K ﹤0.01% 2434
2016
Q4 		– Sell
-21,793
Closed -$265K – 2584
2016
Q3 		$265K Buy
21,793
+9,583
+78% +$117K ﹤0.01% 2052
2016
Q2 		$114K Buy
+12,210
New +$132K ﹤0.01% 2364
2014
Q2 		– Sell
-21,612
Closed -$384K – 2282
2014
Q1 		$384K Buy
+21,612
New +$376K ﹤0.01% 1580

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's CBL Position: Q2 2017 in Review

Stifel Financial sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2017, closing a stake of 10,299 shares — an estimated $98K sold.

Stifel Financial first reported a position in CBL in Q1 2014 and held it in 4 quarters. The position peaked at $384K in Q1 2014. 240 funds tracked by Wall St. Rank hold CBL as of Q2 2017.

  • Stifel Financial reported no remaining CBL& Associates Properties, Inc. position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 10,299 CBL& Associates Properties, Inc. shares in Q2 2017, an estimated $98K.
  • Stifel Financial first reported a position in CBL& Associates Properties, Inc. in Q1 2014 and held it in 4 quarters.
  • Stifel Financial's CBL& Associates Properties, Inc. position peaked at $384K in Q1 2014.
  • 240 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.