SAM
CBL

Symphony Asset Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Symphony Asset Management’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
Q1 		– Sell
-14,225
Closed -$256K – 487
2013
Q4 		$256K Buy
+14,225
New +$267K 0.02% 408

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Symphony Asset Management's CBL Position: Q1 2014 in Review

Symphony Asset Management sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2014, closing a stake of 14,225 shares — an estimated $256K sold.

Symphony Asset Management first reported a position in CBL in Q4 2013 and held it in 1 quarter. The position peaked at $256K in Q4 2013. 222 funds tracked by Wall St. Rank hold CBL as of Q1 2014.

  • Symphony Asset Management reported no remaining CBL& Associates Properties, Inc. position as of Q1 2014 after selling out during the quarter.
  • Symphony Asset Management sold 14,225 CBL& Associates Properties, Inc. shares in Q1 2014, an estimated $256K.
  • Symphony Asset Management first reported a position in CBL& Associates Properties, Inc. in Q4 2013 and held it in 1 quarter.
  • Symphony Asset Management's CBL& Associates Properties, Inc. position peaked at $256K in Q4 2013.
  • 222 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2014.

Based on Symphony Asset Management's 13F filing for Q1 2014, filed 15 May 2014.