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

Rational 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
2018 Q4	–	Sell	-35,310	Closed	-$141K	–	578
2018 Q3	$141K	Hold	35,310	–	–	0.03%	211
2018 Q2	$197K	Sell	35,310 -30,130	-46%	-$144K	0.09%	196
2018 Q1	$273K	Hold	65,440	–	–	0.13%	185
2017 Q4	$370K	Sell	65,440 -108,800	-62%	-$727K	0.19%	154
2017 Q3	$1.46M	Sell	174,240 -60,400	-26%	-$512K	0.78%	37
2017 Q2	$1.98M	Sell	234,640 -7,060	-3%	-$60.6K	1.23%	19
2017 Q1	$2.31M	Buy	+241,700	New	+$2.48M	1.52%	6
2016 Q4	–	Sell	-122,800	Closed	-$1.49M	–	325
2016 Q3	$1.49M	Buy	+122,800	New	+$1.5M	0.98%	41
2013 Q4	$1.41M	Hold	78,314	–	–	0.12%	250
2013 Q3	$1.5M	Buy	78,314 +77,250	+7,260%	+$1.63M	0.11%	275
2013 Q2	$23K	Buy	+1,064	New	+$25.2K	﹤0.01%	745

Other funds holding CBL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rational Advisors's CBL Position: Q4 2018 in Review

Rational Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2018, closing a stake of 35,310 shares — an estimated $141K sold.

Rational Advisors first reported a position in CBL in Q2 2013 and held it in 11 quarters. The position peaked at $2.31M in Q1 2017. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2018.

Rational Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q4 2018 after selling out during the quarter.
Rational Advisors sold 35,310 CBL& Associates Properties, Inc. shares in Q4 2018, an estimated $141K.
Rational Advisors first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 11 quarters.
Rational Advisors's CBL& Associates Properties, Inc. position peaked at $2.31M in Q1 2017.
226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2018.

Based on Rational Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.