SSG
CBL

Summit Securities Group’s CBL& Associates Properties, Inc. CBL Stock Holding History

Summit Securities 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
2015
Q4 		– Sell
-100
Closed -$1K – 486
2015
Q3 		$1K Buy
+100
New +$1.55K ﹤0.01% 338

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's CBL Position: Q4 2015 in Review

Summit Securities Group sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Summit Securities Group first reported a position in CBL in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 228 funds tracked by Wall St. Rank hold CBL as of Q4 2015.

  • Summit Securities Group reported no remaining CBL& Associates Properties, Inc. position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 100 CBL& Associates Properties, Inc. shares in Q4 2015, an estimated $1K.
  • Summit Securities Group first reported a position in CBL& Associates Properties, Inc. in Q3 2015 and held it in 1 quarter.
  • Summit Securities Group's CBL& Associates Properties, Inc. position peaked at $1K in Q3 2015.
  • 228 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.