STA
CBL

Summit Trail Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-3,664
Closed -$21K – 1926
2017
Q4 		$21K Buy
+3,664
New +$24.5K ﹤0.01% 1035

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Trail Advisors's CBL Position: Q1 2018 in Review

Summit Trail Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2018, closing a stake of 3,664 shares — an estimated $21K sold.

Summit Trail Advisors first reported a position in CBL in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 223 funds tracked by Wall St. Rank hold CBL as of Q1 2018.

  • Summit Trail Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 3,664 CBL& Associates Properties, Inc. shares in Q1 2018, an estimated $21K.
  • Summit Trail Advisors first reported a position in CBL& Associates Properties, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's CBL& Associates Properties, Inc. position peaked at $21K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.