CCM
CBL

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

Coldstream 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
2020
Q1 		– Sell
-21,768
Closed -$23K – 382
2019
Q4 		$23K Sell
21,768
-5,562
-20% -$7.28K ﹤0.01% 349
2019
Q3 		$35K Buy
+27,330
New +$28.5K ﹤0.01% 331
2019
Q2 		– Sell
-18,855
Closed -$29K – 342
2019
Q1 		$29K Buy
18,855
+1,147
+6% +$2.44K ﹤0.01% 310
2018
Q4 		$34K Buy
+17,708
New +$51.9K ﹤0.01% 308

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
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coldstream Capital Management's CBL Position: Q1 2020 in Review

Coldstream Capital Management sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2020, closing a stake of 21,768 shares — an estimated $23K sold.

Coldstream Capital Management first reported a position in CBL in Q4 2018 and held it in 4 quarters. The position peaked at $35K in Q3 2019. 149 funds tracked by Wall St. Rank hold CBL as of Q1 2020.

  • Coldstream Capital Management reported no remaining CBL& Associates Properties, Inc. position as of Q1 2020 after selling out during the quarter.
  • Coldstream Capital Management sold 21,768 CBL& Associates Properties, Inc. shares in Q1 2020, an estimated $23K.
  • Coldstream Capital Management first reported a position in CBL& Associates Properties, Inc. in Q4 2018 and held it in 4 quarters.
  • Coldstream Capital Management's CBL& Associates Properties, Inc. position peaked at $35K in Q3 2019.
  • 149 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2020.

Based on Coldstream Capital Management's 13F filing for Q1 2020, filed 27 May 2020.