WCM Investment Management
CBL

WCM Investment Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

WCM Investment 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
2015
Q2 		– Sell
-552,627
Closed -$10.9M – 120
2015
Q1 		$10.9M Sell
552,627
-9,515
-2% -$192K 0.22% 74
2014
Q4 		$10.9M Buy
562,142
+13,410
+2% +$252K 0.32% 59
2014
Q3 		$9.82M Sell
548,732
-7,055
-1% -$133K 0.3% 60
2014
Q2 		$10.6M Sell
555,787
-5,243
-0.9% -$96.8K 0.26% 74
2014
Q1 		$9.96M Sell
561,030
-35,485
-6% -$617K 0.36% 71
2013
Q4 		$10.7M Sell
596,515
-52,247
-8% -$982K 0.39% 62
2013
Q3 		$12.4M Sell
648,762
-2,140
-0.3% -$45.1K 0.65% 48
2013
Q2 		$13.9M Buy
+650,902
New +$15.4M 0.75% 42

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 16.26% 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

WCM Investment Management's CBL Position: Q2 2015 in Review

WCM Investment Management sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2015, closing a stake of 552,627 shares — an estimated $10.9M sold.

WCM Investment Management first reported a position in CBL in Q2 2013 and held it in 8 quarters. The position peaked at $13.9M in Q2 2013. 238 funds tracked by Wall St. Rank hold CBL as of Q2 2015.

  • WCM Investment Management reported no remaining CBL& Associates Properties, Inc. position as of Q2 2015 after selling out during the quarter.
  • WCM Investment Management sold 552,627 CBL& Associates Properties, Inc. shares in Q2 2015, an estimated $10.9M.
  • WCM Investment Management first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 8 quarters.
  • WCM Investment Management's CBL& Associates Properties, Inc. position peaked at $13.9M in Q2 2013.
  • 238 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2015.

Based on WCM Investment Management's 13F filing for Q2 2015, filed 11 Aug 2015.