Lido Advisors
CBL

Lido Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

Lido 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
2021
Q1 		– Sell
-500,000
Closed -$20K – 920
2020
Q4 		$20K Buy
500,000
+470,000
+1,567% +$74.8K ﹤0.01% 804
2020
Q3 		$5K Sell
30,000
-570,000
-95% -$116K ﹤0.01% 635
2020
Q2 		$164K Hold
600,000
– – 0.01% 562
2020
Q1 		$120K Buy
600,000
+450,000
+300% +$306K 0.01% 551
2019
Q4 		$158K Buy
150,000
+140,000
+1,400% +$183K 0.01% 631
2019
Q3 		$13K Buy
+10,000
New +$10.4K ﹤0.01% 570

Other funds holding CBL

BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return