IAA
CBL

Independent Advisor Alliance’s CBL& Associates Properties, Inc. CBL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-35,917
Closed -$132K – 478
2018
Q3 		$132K Sell
35,917
-5,192
-13% -$24.9K 0.02% 357
2018
Q2 		$221K Buy
41,109
+1,009
+3% +$4.83K 0.05% 301
2018
Q1 		$164K Buy
40,100
+4,220
+12% +$21.1K 0.04% 321
2017
Q4 		$204K Buy
35,880
+5,080
+16% +$34K 0.05% 297
2017
Q3 		$262K Buy
30,800
+1,706
+6% +$14.5K 0.07% 226
2017
Q2 		$185K Buy
+29,094
New +$250K 0.06% 234

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

Independent Advisor Alliance's CBL Position: Q4 2018 in Review

Independent Advisor Alliance sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2018, closing a stake of 35,917 shares — an estimated $132K sold.

Independent Advisor Alliance first reported a position in CBL in Q2 2017 and held it in 6 quarters. The position peaked at $262K in Q3 2017. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2018.

  • Independent Advisor Alliance reported no remaining CBL& Associates Properties, Inc. position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 35,917 CBL& Associates Properties, Inc. shares in Q4 2018, an estimated $132K.
  • Independent Advisor Alliance first reported a position in CBL& Associates Properties, Inc. in Q2 2017 and held it in 6 quarters.
  • Independent Advisor Alliance's CBL& Associates Properties, Inc. position peaked at $262K in Q3 2017.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.