JP Morgan Private Wealth Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-597,689	Closed	-$163K	–	1647
2020 Q2	$163K	Sell	597,689 -310,000	-34%	-$82.3K	﹤0.01%	1480
2020 Q1	$182K	Sell	907,689 -32,218	-3%	-$21.9K	﹤0.01%	1309
2019 Q4	$987K	Hold	939,907	–	–	﹤0.01%	797
2019 Q3	$1.21M	Hold	939,907	–	–	0.01%	703
2019 Q2	$978K	Buy	939,907 +71,389	+8%	+$82.5K	0.01%	759
2019 Q1	$1.35M	Buy	868,518 +17,513	+2%	+$37.3K	0.01%	705
2018 Q4	$1.63M	Buy	851,005 +300	+0%	+$880	0.01%	615
2018 Q3	$3.39M	Sell	850,705 -138	-0%	-$661	0.02%	511
2018 Q2	$4.74M	Buy	+850,843	New	+$4.08M	0.03%	406

Other funds holding CBL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CQS (US) New York $367M AUM 8.85% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CBL Position: Q3 2020 in Review

JP Morgan Private Wealth Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2020, closing a stake of 597,689 shares — an estimated $163K sold.

JP Morgan Private Wealth Advisors first reported a position in CBL in Q2 2018 and held it in 9 quarters. The position peaked at $4.74M in Q2 2018. 78 funds tracked by Wall St. Rank hold CBL as of Q3 2020.

JP Morgan Private Wealth Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q3 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 597,689 CBL& Associates Properties, Inc. shares in Q3 2020, an estimated $163K.
JP Morgan Private Wealth Advisors first reported a position in CBL& Associates Properties, Inc. in Q2 2018 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's CBL& Associates Properties, Inc. position peaked at $4.74M in Q2 2018.
78 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.