RIA
CBL

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

Regal Investment 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
2016
Q4 		– Sell
-13,409
Closed -$163K – 276
2016
Q3 		$163K Hold
13,409
– – 0.05% 251
2016
Q2 		$125K Buy
+13,409
New +$145K 0.03% 239
2015
Q3 		– Sell
-80
Closed -$1K – 1138
2015
Q2 		$1K Buy
+80
New +$1.44K ﹤0.01% 909

Other funds holding CBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's CBL Position: Q4 2016 in Review

Regal Investment Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2016, closing a stake of 13,409 shares — an estimated $163K sold.

Regal Investment Advisors first reported a position in CBL in Q2 2015 and held it in 3 quarters. The position peaked at $163K in Q3 2016. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2016.

  • Regal Investment Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q4 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 13,409 CBL& Associates Properties, Inc. shares in Q4 2016, an estimated $163K.
  • Regal Investment Advisors first reported a position in CBL& Associates Properties, Inc. in Q2 2015 and held it in 3 quarters.
  • Regal Investment Advisors's CBL& Associates Properties, Inc. position peaked at $163K in Q3 2016.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2016.

Based on Regal Investment Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.