WCM
CBL

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

Wedge 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
2017
Q4 		– Sell
-3,571,600
Closed -$30M – 614
2017
Q3 		$30M Sell
3,571,600
-50,540
-1% -$429K 0.28% 127
2017
Q2 		$30.5M Buy
3,622,140
+37,045
+1% +$318K 0.29% 124
2017
Q1 		$34.2M Buy
3,585,095
+58,191
+2% +$597K 0.33% 94
2016
Q4 		$40.6M Sell
3,526,904
-81,754
-2% -$948K 0.39% 87
2016
Q3 		$43.8M Sell
3,608,658
-1,835,543
-34% -$22.4M 0.44% 77
2016
Q2 		$50.7M Sell
5,444,201
-825,217
-13% -$8.92M 0.53% 51
2016
Q1 		$74.6M Buy
6,269,418
+103,610
+2% +$1.17M 0.78% 33
2015
Q4 		$76.3M Sell
6,165,808
-37,690
-0.6% -$514K 0.8% 31
2015
Q3 		$85.3M Buy
6,203,498
+217,847
+4% +$3.38M 0.9% 27
2015
Q2 		$97M Buy
5,985,651
+2,260,431
+61% +$40.8M 0.94% 21
2015
Q1 		$73.8M Buy
3,725,220
+55,914
+2% +$1.13M 0.74% 30
2014
Q4 		$71.3M Sell
3,669,306
-64,801
-2% -$1.22M 0.72% 28
2014
Q3 		$66.8M Sell
3,734,107
-25,121
-0.7% -$475K 0.71% 27
2014
Q2 		$71.4M Sell
3,759,228
-200,975
-5% -$3.71M 0.73% 27
2014
Q1 		$70.3M Buy
3,960,203
+425,508
+12% +$7.4M 0.74% 28
2013
Q4 		$63.5M Buy
3,534,695
+820,825
+30% +$15.4M 0.67% 32
2013
Q3 		$51.8M Buy
2,713,870
+309,630
+13% +$6.52M 0.6% 45
2013
Q2 		$51.5M Buy
+2,404,240
New +$57M 0.62% 36

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wedge Capital Management's CBL Position: Q4 2017 in Review

Wedge Capital Management sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2017, closing a stake of 3,571,600 shares — an estimated $30M sold.

Wedge Capital Management first reported a position in CBL in Q2 2013 and held it in 18 quarters. The position peaked at $97M in Q2 2015. 245 funds tracked by Wall St. Rank hold CBL as of Q4 2017.

  • Wedge Capital Management reported no remaining CBL& Associates Properties, Inc. position as of Q4 2017 after selling out during the quarter.
  • Wedge Capital Management sold 3,571,600 CBL& Associates Properties, Inc. shares in Q4 2017, an estimated $30M.
  • Wedge Capital Management first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 18 quarters.
  • Wedge Capital Management's CBL& Associates Properties, Inc. position peaked at $97M in Q2 2015.
  • 245 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2017.

Based on Wedge Capital Management's 13F filing for Q4 2017, filed 31 Jan 2018.