UAS
CBL

United Asset Strategies’s CBL& Associates Properties, Inc. CBL Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-200,317
Closed -$3.81M – 142
2014
Q2 		$3.81M Buy
200,317
+16,763
+9% +$310K 1.84% 16
2014
Q1 		$3.26M Buy
183,554
+128,411
+233% +$2.23M 1.85% 19
2013
Q4 		$990K Sell
55,143
-46,766
-46% -$879K 0.68% 48
2013
Q3 		$1.95M Buy
101,909
+5,541
+6% +$117K 1.23% 26
2013
Q2 		$2.06M Buy
+96,368
New +$2.29M 1.36% 26

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

United Asset Strategies's CBL Position: Q3 2014 in Review

United Asset Strategies sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2014, closing a stake of 200,317 shares — an estimated $3.81M sold.

United Asset Strategies first reported a position in CBL in Q2 2013 and held it in 5 quarters. The position peaked at $3.81M in Q2 2014. 226 funds tracked by Wall St. Rank hold CBL as of Q3 2014.

  • United Asset Strategies reported no remaining CBL& Associates Properties, Inc. position as of Q3 2014 after selling out during the quarter.
  • United Asset Strategies sold 200,317 CBL& Associates Properties, Inc. shares in Q3 2014, an estimated $3.81M.
  • United Asset Strategies first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 5 quarters.
  • United Asset Strategies's CBL& Associates Properties, Inc. position peaked at $3.81M in Q2 2014.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2014.

Based on United Asset Strategies's 13F filing for Q3 2014, filed 3 Nov 2014.