Creative Planning’s CBL& Associates Properties, Inc. CBL Stock Holding History

Creative Planning’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	-20,000	Closed	-$21K	–	2166
2019 Q4	$21K	Hold	20,000	–	–	﹤0.01%	1875
2019 Q3	$26K	Hold	20,000	–	–	﹤0.01%	1846
2019 Q2	$21K	Hold	20,000	–	–	﹤0.01%	1889
2019 Q1	$31K	Buy	+20,000	New	+$42.6K	﹤0.01%	1816
2017 Q3	–	Sell	-1,000	Closed	-$8K	–	4168
2017 Q2	$8K	Buy	1,000 +350	+54%	+$3K	﹤0.01%	3787
2017 Q1	$6K	Sell	650 -350	-35%	-$3.59K	﹤0.01%	3907
2016 Q4	$12K	Sell	1,000 -1,000	-50%	-$11.6K	﹤0.01%	3451
2016 Q3	$24K	Buy	2,000 +1,000	+100%	+$12.2K	﹤0.01%	2943
2016 Q2	$9K	Hold	1,000	–	–	﹤0.01%	3348
2016 Q1	$12K	Hold	1,000	–	–	﹤0.01%	3128
2015 Q4	$12K	Buy	+1,000	New	+$13.6K	﹤0.01%	3214
2013 Q4	–	Sell	-275	Closed	-$5K	–	3532
2013 Q3	$5K	Sell	275 -478	-63%	-$10.1K	﹤0.01%	2755
2013 Q2	$16K	Buy	+753	New	+$17.9K	﹤0.01%	2064

Other funds holding CBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's CBL Position: Q1 2020 in Review

Creative Planning sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2020, closing a stake of 20,000 shares — an estimated $21K sold.

Creative Planning first reported a position in CBL in Q2 2013 and held it in 13 quarters. The position peaked at $31K in Q1 2019. 149 funds tracked by Wall St. Rank hold CBL as of Q1 2020.

Creative Planning reported no remaining CBL& Associates Properties, Inc. position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 20,000 CBL& Associates Properties, Inc. shares in Q1 2020, an estimated $21K.
Creative Planning first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 13 quarters.
Creative Planning's CBL& Associates Properties, Inc. position peaked at $31K in Q1 2019.
149 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.