Keystone Financial Group (Kentucky)’s CBL& Associates Properties, Inc. CBL Stock Holding History

Keystone Financial Group (Kentucky)’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	–	Sell	-11,585	Closed	-$15K	–	255
2019 Q3	$15K	Sell	11,585 -2,111	-15%	-$2.2K	﹤0.01%	230
2019 Q2	$14K	Sell	13,696 -1,464	-10%	-$1.69K	﹤0.01%	226
2019 Q1	$23K	Sell	15,160 -457	-3%	-$974	0.01%	219
2018 Q4	$30K	Sell	15,617 -2,452	-14%	-$7.19K	0.01%	178
2018 Q3	$69K	Buy	18,069 +242	+1%	+$1.16K	0.03%	186
2018 Q2	$98K	Buy	17,827 +101	+0.6%	+$484	0.05%	167
2018 Q1	$72K	Sell	17,726 -319	-2%	-$1.6K	0.04%	158
2017 Q4	$103K	Buy	+18,045	New	+$121K	0.06%	125

Other funds holding CBL

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 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 $2.9T AUM 29.55% 1-Year Est. Return

ICM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CBL Position: Q4 2019 in Review

Keystone Financial Group (Kentucky) sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2019, closing a stake of 11,585 shares — an estimated $15K sold.

Keystone Financial Group (Kentucky) first reported a position in CBL in Q4 2017 and held it in 8 quarters. The position peaked at $103K in Q4 2017. 177 funds tracked by Wall St. Rank hold CBL as of Q4 2019.

Keystone Financial Group (Kentucky) reported no remaining CBL& Associates Properties, Inc. position as of Q4 2019 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 11,585 CBL& Associates Properties, Inc. shares in Q4 2019, an estimated $15K.
Keystone Financial Group (Kentucky) first reported a position in CBL& Associates Properties, Inc. in Q4 2017 and held it in 8 quarters.
Keystone Financial Group (Kentucky)'s CBL& Associates Properties, Inc. position peaked at $103K in Q4 2017.
177 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2019.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2019, filed 6 Feb 2020.