WCM
CBL

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

Wesley 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
2013
Q4 		– Sell
-25,000
Closed -$478K – 35
2013
Q3 		$478K Buy
+25,000
New +$527K 0.27% 22

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Wesley Capital Management's CBL Position: Q4 2013 in Review

Wesley Capital Management sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2013, closing a stake of 25,000 shares — an estimated $478K sold.

Wesley Capital Management first reported a position in CBL in Q3 2013 and held it in 1 quarter. The position peaked at $478K in Q3 2013. 248 funds tracked by Wall St. Rank hold CBL as of Q4 2013.

  • Wesley Capital Management reported no remaining CBL& Associates Properties, Inc. position as of Q4 2013 after selling out during the quarter.
  • Wesley Capital Management sold 25,000 CBL& Associates Properties, Inc. shares in Q4 2013, an estimated $478K.
  • Wesley Capital Management first reported a position in CBL& Associates Properties, Inc. in Q3 2013 and held it in 1 quarter.
  • Wesley Capital Management's CBL& Associates Properties, Inc. position peaked at $478K in Q3 2013.
  • 248 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2013.

Based on Wesley Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.