SCG
CBL

Strategic Capital Group’s CBL& Associates Properties, Inc. CBL Stock Holding History

Strategic Capital Group’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
Q2 		$40K Hold
2,129
– – 0.01% 212
2014
Q1 		$38K Hold
2,129
– – 0.01% 246
2013
Q4 		$38K Hold
2,129
– – 0.03% 191
2013
Q3 		$41K Hold
2,129
– – 0.02% 208
2013
Q2 		$46K Buy
+2,129
New +$50.5K 0.02% 182

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Strategic Capital Group's CBL Position: Q2 2014 in Review

Strategic Capital Group held its CBL& Associates Properties, Inc. (CBL) position steady in Q2 2014 at 2,129 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #212.

Strategic Capital Group first reported a position in CBL in Q2 2013 and has held it in 5 quarters since. The position peaked at $46K in Q2 2013. 226 funds tracked by Wall St. Rank hold CBL as of Q2 2014.

  • Strategic Capital Group held 2,129 shares of CBL& Associates Properties, Inc. worth $40K as of Q2 2014.
  • Strategic Capital Group left its CBL& Associates Properties, Inc. share count unchanged in Q2 2014.
  • CBL& Associates Properties, Inc. made up 0.01% of Strategic Capital Group's portfolio in Q2 2014, its #212 holding.
  • Strategic Capital Group first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's CBL& Associates Properties, Inc. position peaked at $46K in Q2 2013.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.