Morgan Stanley
CBL

Morgan Stanley’s CBL& Associates Properties, Inc. CBL Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-337,196
Closed -$54K – 7258
2020
Q3 		$54K Buy
337,196
+16,004
+5% +$3.26K ﹤0.01% 5700
2020
Q2 		$87K Sell
321,192
-244,604
-43% -$64.9K ﹤0.01% 5474
2020
Q1 		$113K Sell
565,796
-336,141
-37% -$229K ﹤0.01% 5143
2019
Q4 		$947K Buy
901,937
+126,354
+16% +$165K ﹤0.01% 4575
2019
Q3 		$1M Sell
775,583
-6,936
-0.9% -$7.24K ﹤0.01% 4301
2019
Q2 		$813K Sell
782,519
-4,359,333
-85% -$5.04M ﹤0.01% 4338
2019
Q1 		$7.97M Buy
5,141,852
+145,930
+3% +$311K ﹤0.01% 2262
2018
Q4 		$9.59M Sell
4,995,922
-125,581
-2% -$368K ﹤0.01% 2185
2018
Q3 		$20.4M Sell
5,121,503
-498,992
-9% -$2.39M 0.01% 1664
2018
Q2 		$31.3M Buy
5,620,495
+156,831
+3% +$751K 0.01% 1227
2018
Q1 		$22.8M Sell
5,463,664
-98,191
-2% -$491K 0.01% 1552
2017
Q4 		$31.5M Buy
5,561,855
+108,337
+2% +$724K 0.01% 1298
2017
Q3 		$45.8M Sell
5,453,518
-235,965
-4% -$2M 0.01% 958
2017
Q2 		$48M Sell
5,689,483
-569,383
-9% -$4.89M 0.01% 934
2017
Q1 		$59.7M Sell
6,258,866
-28,889
-0.5% -$296K 0.02% 814
2016
Q4 		$72.3M Sell
6,287,755
-270,343
-4% -$3.13M 0.02% 680
2016
Q3 		$79.6M Sell
6,558,098
-598,024
-8% -$7.28M 0.03% 621
2016
Q2 		$66.6M Buy
7,156,122
+1,463,015
+26% +$15.8M 0.02% 660
2016
Q1 		$67.7M Buy
5,693,107
+1,079,686
+23% +$12.2M 0.03% 616
2015
Q4 		$57.1M Sell
4,613,421
-458,342
-9% -$6.25M 0.02% 712
2015
Q3 		$69.7M Buy
5,071,763
+401,424
+9% +$6.22M 0.03% 623
2015
Q2 		$75.7M Buy
4,670,339
+1,266,062
+37% +$22.8M 0.03% 641
2015
Q1 		$67.4M Buy
3,404,277
+721,685
+27% +$14.5M 0.02% 681
2014
Q4 		$52.1M Buy
2,682,592
+17,636
+0.7% +$332K 0.02% 835
2014
Q3 		$47.7M Buy
2,664,956
+341,122
+15% +$6.45M 0.02% 839
2014
Q2 		$44.2M Buy
2,323,834
+97,765
+4% +$1.81M 0.02% 870
2014
Q1 		$39.5M Sell
2,226,069
-581,711
-21% -$10.1M 0.02% 885
2013
Q4 		$50.4M Buy
2,807,780
+62,309
+2% +$1.17M 0.02% 730
2013
Q3 		$52.4M Buy
2,745,471
+345,200
+14% +$7.27M 0.02% 655
2013
Q2 		$51.4M Buy
+2,400,271
New +$56.9M 0.03% 634

Other funds holding CBL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

Morgan Stanley's CBL Position: Q4 2020 in Review

Morgan Stanley sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 337,196 shares — an estimated $54K sold.

Morgan Stanley first reported a position in CBL in Q2 2013 and held it in 30 quarters. The position peaked at $79.6M in Q3 2016. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

  • Morgan Stanley reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
  • Morgan Stanley sold 337,196 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $54K.
  • Morgan Stanley first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 30 quarters.
  • Morgan Stanley's CBL& Associates Properties, Inc. position peaked at $79.6M in Q3 2016.
  • 12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Morgan Stanley's 13F filing for Q4 2020, filed 16 Feb 2021.