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CBL

Veritable’s CBL& Associates Properties, Inc. CBL Stock Holding History

Veritable’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
Q2 		– Sell
-13,140
Closed -$260K – 905
2015
Q1 		$260K Buy
+13,140
New +$265K 0.01% 787
2013
Q3 		– Sell
-11,840
Closed -$254K – 989
2013
Q2 		$254K Buy
+11,840
New +$281K 0.01% 782

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Veritable's CBL Position: Q2 2015 in Review

Veritable sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2015, closing a stake of 13,140 shares — an estimated $260K sold.

Veritable first reported a position in CBL in Q2 2013 and held it in 2 quarters. The position peaked at $260K in Q1 2015. 238 funds tracked by Wall St. Rank hold CBL as of Q2 2015.

  • Veritable reported no remaining CBL& Associates Properties, Inc. position as of Q2 2015 after selling out during the quarter.
  • Veritable sold 13,140 CBL& Associates Properties, Inc. shares in Q2 2015, an estimated $260K.
  • Veritable first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 2 quarters.
  • Veritable's CBL& Associates Properties, Inc. position peaked at $260K in Q1 2015.
  • 238 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.