DWM
CBL

Doyle Wealth Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-300
Closed – – 835
2019
Q2 		$0 Buy
+300
New +$347 ﹤0.01% 855
2019
Q1 		– Sell
-300
Closed -$1K – 832
2018
Q4 		$1K Buy
+300
New +$880 ﹤0.01% 850

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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Doyle Wealth Management's CBL Position: Q3 2019 in Review

Doyle Wealth Management sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2019, closing a stake of 300 shares.

Doyle Wealth Management first reported a position in CBL in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 183 funds tracked by Wall St. Rank hold CBL as of Q3 2019.

  • Doyle Wealth Management reported no remaining CBL& Associates Properties, Inc. position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 300 CBL& Associates Properties, Inc. shares in Q3 2019.
  • Doyle Wealth Management first reported a position in CBL& Associates Properties, Inc. in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's CBL& Associates Properties, Inc. position peaked at $1K in Q4 2018.
  • 183 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.