WCM
CBL

Wealthcare Capital Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Wealthcare Capital 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
-255
Closed -$5K – 942
2015
Q1 		$5K Buy
+255
New +$5.14K ﹤0.01% 655

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

Wealthcare Capital Management's CBL Position: Q2 2015 in Review

Wealthcare Capital Management sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2015, closing a stake of 255 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in CBL in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 238 funds tracked by Wall St. Rank hold CBL as of Q2 2015.

  • Wealthcare Capital Management reported no remaining CBL& Associates Properties, Inc. position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 255 CBL& Associates Properties, Inc. shares in Q2 2015, an estimated $5K.
  • Wealthcare Capital Management first reported a position in CBL& Associates Properties, Inc. in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's CBL& Associates Properties, Inc. position peaked at $5K in Q1 2015.
  • 238 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.