Clearstead Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

Clearstead Advisors’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
2020 Q4	–	Sell	-9,150	Closed	-$1K	–	1039
2020 Q3	$1K	Hold	9,150	–	–	﹤0.01%	880
2020 Q2	$2K	Hold	9,150	–	–	﹤0.01%	757
2020 Q1	$2K	Buy	+9,150	New	+$6.22K	﹤0.01%	743

Other funds holding CBL

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

Clearstead Advisors's CBL Position: Q4 2020 in Review

Clearstead Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 9,150 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in CBL in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

Clearstead Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
Clearstead Advisors sold 9,150 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $1K.
Clearstead Advisors first reported a position in CBL& Associates Properties, Inc. in Q1 2020 and held it in 3 quarters.
Clearstead Advisors's CBL& Associates Properties, Inc. position peaked at $2K in Q2 2020.
12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Clearstead Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.