Carson Wealth (CWM LLC)
CBL

Carson Wealth (CWM LLC)’s CBL& Associates Properties, Inc. CBL Stock Holding History

Carson Wealth (CWM LLC)’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
2018
Q4 		– Sell
-39
Closed – – 2316
2018
Q3 		$0 Hold
39
– – ﹤0.01% 2056
2018
Q2 		$0 Hold
39
– – ﹤0.01% 1810
2018
Q1 		$0 Hold
39
– – ﹤0.01% 1586
2017
Q4 		$0 Hold
39
– – ﹤0.01% 1624
2017
Q3 		$0 Hold
39
– – ﹤0.01% 1595
2017
Q2 		$0 Hold
39
– – ﹤0.01% 1349
2017
Q1 		$0 Buy
+39
New +$400 ﹤0.01% 1369

Other funds holding CBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CBL Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2018, closing a stake of 39 shares.

Carson Wealth (CWM LLC) first reported a position in CBL in Q1 2017 and held it in 7 quarters. The position peaked at $0 in Q3 2018. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining CBL& Associates Properties, Inc. position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 39 CBL& Associates Properties, Inc. shares in Q4 2018.
  • Carson Wealth (CWM LLC) first reported a position in CBL& Associates Properties, Inc. in Q1 2017 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s CBL& Associates Properties, Inc. position peaked at $0 in Q3 2018.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.