Financial Gravity Asset Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Financial Gravity Asset 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 Q4	$1K	Sell	31 -98	-76%	-$128	﹤0.01%	1355
2019 Q3	$0	Sell	129 -432	-77%	-$451	﹤0.01%	1677
2019 Q2	$1K	Sell	561 -1,415	-72%	-$1.64K	﹤0.01%	1185
2019 Q1	$3K	Buy	+1,976	New	+$4.21K	﹤0.01%	890
2018 Q3	$12K	Buy	3,334 +2,290	+219%	+$11K	0.01%	552
2018 Q2	$5K	Sell	1,044 -7,906	-88%	-$37.9K	﹤0.01%	791
2018 Q1	$37K	Buy	+8,950	New	+$44.8K	0.04%	416

Other funds holding CBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 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 $3.37T AUM 44.26% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's CBL Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its CBL& Associates Properties, Inc. (CBL) stake by 76% in Q4 2019, selling an estimated $128 and leaving 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Financial Gravity Asset Management first reported a position in CBL in Q1 2018 and has held it in 7 quarters since. The position peaked at $37K in Q1 2018. 177 funds tracked by Wall St. Rank hold CBL as of Q4 2019.

Financial Gravity Asset Management held 31 shares of CBL& Associates Properties, Inc. worth $1K as of Q4 2019.
Financial Gravity Asset Management sold 98 CBL& Associates Properties, Inc. shares in Q4 2019, an estimated $128.
CBL& Associates Properties, Inc. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1355 holding.
Financial Gravity Asset Management first reported a position in CBL& Associates Properties, Inc. in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's CBL& Associates Properties, Inc. position peaked at $37K in Q1 2018.
177 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.