ZCM
CBL

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

Ziegler 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
Q3 		$462K Buy
24,170
+1,049
+5% +$22.1K 0.04% 294
2013
Q2 		$495K Buy
+23,121
New +$548K 0.05% 301

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Ziegler Capital Management's CBL Position: Q3 2013 in Review

Ziegler Capital Management increased its CBL& Associates Properties, Inc. (CBL) stake by 4.5% in Q3 2013, buying an estimated $22.1K and bringing the position to 24,170 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #294.

Ziegler Capital Management first reported a position in CBL in Q2 2013 and has held it in 2 quarters since. The position peaked at $495K in Q2 2013. 251 funds tracked by Wall St. Rank hold CBL as of Q3 2013.

  • Ziegler Capital Management held 24,170 shares of CBL& Associates Properties, Inc. worth $462K as of Q3 2013.
  • Ziegler Capital Management bought 1,049 CBL& Associates Properties, Inc. shares in Q3 2013, an estimated $22.1K.
  • CBL& Associates Properties, Inc. made up 0.04% of Ziegler Capital Management's portfolio in Q3 2013, its #294 holding.
  • Ziegler Capital Management first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and has held it in 2 quarters since.
  • Ziegler Capital Management's CBL& Associates Properties, Inc. position peaked at $495K in Q2 2013.
  • 251 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.