Commonwealth Equity Services
CBL

Commonwealth Equity Services’s CBL& Associates Properties, Inc. CBL Stock Holding History

Commonwealth Equity Services’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
-184,054
Closed -$29K – 3303
2020
Q3 		$29K Sell
184,054
-13,000
-7% -$2.65K ﹤0.01% 2996
2020
Q2 		$53K Sell
197,054
-18,801
-9% -$4.99K ﹤0.01% 2845
2020
Q1 		$43K Buy
215,855
+9,780
+5% +$6.65K ﹤0.01% 2699
2019
Q4 		$216K Buy
206,075
+33,486
+19% +$43.8K ﹤0.01% 2563
2019
Q3 		$222K Buy
172,589
+14,042
+9% +$14.7K ﹤0.01% 2481
2019
Q2 		$164K Buy
158,547
+20,141
+15% +$23.3K ﹤0.01% 2556
2019
Q1 		$214K Sell
138,406
-2,333
-2% -$4.97K ﹤0.01% 2418
2018
Q4 		$270K Buy
140,739
+77,558
+123% +$227K ﹤0.01% 2107
2018
Q3 		$252K Sell
63,181
-51,173
-45% -$245K ﹤0.01% 2324
2018
Q2 		$637K Buy
114,354
+58,159
+103% +$279K ﹤0.01% 1587
2018
Q1 		$234K Buy
56,195
+7,476
+15% +$37.4K ﹤0.01% 2277
2017
Q4 		$276K Sell
48,719
-4,371
-8% -$29.2K ﹤0.01% 2104
2017
Q3 		$445K Buy
53,090
+22,808
+75% +$193K ﹤0.01% 1689
2017
Q2 		$255K Buy
30,282
+3,508
+13% +$30.1K ﹤0.01% 2038
2017
Q1 		$255K Sell
26,774
-869
-3% -$8.91K ﹤0.01% 1979
2016
Q4 		$318K Buy
27,643
+1,838
+7% +$21.3K ﹤0.01% 1738
2016
Q3 		$313K Buy
25,805
+12,814
+99% +$156K ﹤0.01% 1683
2016
Q2 		$121K Buy
+12,991
New +$140K ﹤0.01% 2075

Other funds holding CBL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JC
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

Commonwealth Equity Services's CBL Position: Q4 2020 in Review

Commonwealth Equity Services sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 184,054 shares — an estimated $29K sold.

Commonwealth Equity Services first reported a position in CBL in Q2 2016 and held it in 18 quarters. The position peaked at $637K in Q2 2018. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

  • Commonwealth Equity Services reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
  • Commonwealth Equity Services sold 184,054 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $29K.
  • Commonwealth Equity Services first reported a position in CBL& Associates Properties, Inc. in Q2 2016 and held it in 18 quarters.
  • Commonwealth Equity Services's CBL& Associates Properties, Inc. position peaked at $637K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Commonwealth Equity Services's 13F filing for Q4 2020, filed 11 Feb 2021.