AG
CBL

Advisor Group’s CBL& Associates Properties, Inc. CBL Stock Holding History

Advisor Group’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
2019
Q4 		$4K Sell
4,348
-25,000
-85% -$32.7K ﹤0.01% 4806
2019
Q3 		$38K Buy
29,348
+22,200
+311% +$23.2K ﹤0.01% 3585
2019
Q2 		$8K Hold
7,148
– – ﹤0.01% 4510
2019
Q1 		$11K Buy
7,148
+2,500
+54% +$5.33K ﹤0.01% 4348
2018
Q4 		$9K Sell
4,648
-1,045
-18% -$3.06K ﹤0.01% 4288
2018
Q3 		$23K Buy
5,693
+806
+16% +$3.86K ﹤0.01% 3807
2018
Q2 		$27K Buy
4,887
+69
+1% +$331 ﹤0.01% 3537
2018
Q1 		$20K Buy
4,818
+1,842
+62% +$9.21K ﹤0.01% 3699
2017
Q4 		$17K Sell
2,976
-485
-14% -$3.24K ﹤0.01% 3814
2017
Q3 		$29K Buy
3,461
+491
+17% +$4.16K ﹤0.01% 3350
2017
Q2 		$25K Buy
2,970
+2,168
+270% +$18.6K ﹤0.01% 3363
2017
Q1 		$8K Sell
802
-739
-48% -$7.58K ﹤0.01% 3932
2016
Q4 		$18K Buy
1,541
+740
+92% +$8.58K ﹤0.01% 3291
2016
Q3 		$10K Sell
801
-2,525
-76% -$30.7K ﹤0.01% 3574
2016
Q2 		$29K Buy
+3,326
New +$35.9K ﹤0.01% 2820

Other funds holding CBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Group's CBL Position: Q4 2019 in Review

Advisor Group reduced its CBL& Associates Properties, Inc. (CBL) stake by 85% in Q4 2019, selling an estimated $32.7K and leaving 4,348 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4806.

Advisor Group first reported a position in CBL in Q2 2016 and has held it in 15 quarters since. The position peaked at $38K in Q3 2019. 177 funds tracked by Wall St. Rank hold CBL as of Q4 2019.

  • Advisor Group held 4,348 shares of CBL& Associates Properties, Inc. worth $4K as of Q4 2019.
  • Advisor Group sold 25,000 CBL& Associates Properties, Inc. shares in Q4 2019, an estimated $32.7K.
  • CBL& Associates Properties, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4806 holding.
  • Advisor Group first reported a position in CBL& Associates Properties, Inc. in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's CBL& Associates Properties, Inc. position peaked at $38K in Q3 2019.
  • 177 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.