FGC
CBL

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

Financial Gravity Companies’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
2018
Q4 		$6K Buy
+2,588
New +$7.59K 0.01% 692
2018
Q1 		$37K Buy
8,950
+5,989
+202% +$30K 0.04% 416
2017
Q4 		$16K Buy
+2,961
New +$19.8K 0.02% 516

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's CBL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in CBL& Associates Properties, Inc. (CBL) in Q4 2018: 2,588 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CBL as recently as Q1 2018.

Financial Gravity Companies first reported a position in CBL in Q4 2017 and has held it in 3 quarters since. The position peaked at $37K in Q1 2018. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2018.

  • Financial Gravity Companies held 2,588 shares of CBL& Associates Properties, Inc. worth $6K as of Q4 2018.
  • CBL& Associates Properties, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • CBL& Associates Properties, Inc. made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #692 holding.
  • Financial Gravity Companies first reported a position in CBL& Associates Properties, Inc. in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's CBL& Associates Properties, Inc. position peaked at $37K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.