Shelton Capital Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Shelton Capital Management’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 Q3	–	Sell	-16,968	Closed	-$5K	–	808
2020 Q2	$5K	Hold	16,968	–	–	﹤0.01%	671
2020 Q1	$3K	Hold	16,968	–	–	﹤0.01%	653
2019 Q4	$18K	Hold	16,968	–	–	﹤0.01%	834
2019 Q3	$22K	Hold	16,968	–	–	﹤0.01%	825
2019 Q2	$18K	Buy	16,968 +16,942	+65,162%	+$19.6K	﹤0.01%	840
2019 Q1	$17K	Sell	26 -16,942	-100%	-$36.1K	0.07%	255
2018 Q4	$33K	Hold	16,968	–	–	﹤0.01%	777
2018 Q3	$68K	Hold	16,968	–	–	﹤0.01%	912
2018 Q2	$95K	Hold	16,968	–	–	0.01%	847
2018 Q1	$71K	Hold	16,968	–	–	﹤0.01%	836
2017 Q4	$96K	Hold	16,968	–	–	0.01%	846
2017 Q3	$142K	Hold	16,968	–	–	0.01%	817
2017 Q2	$143K	Buy	+16,968	New	+$146K	0.01%	833

Other funds holding CBL

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CQS (US) New York $367M AUM 8.85% 1-Year Est. Return

Shelton Capital Management's CBL Position: Q3 2020 in Review

Shelton Capital Management sold out of CBL& Associates Properties, Inc. (CBL) in Q3 2020, closing a stake of 16,968 shares — an estimated $5K sold.

Shelton Capital Management first reported a position in CBL in Q2 2017 and held it in 13 quarters. The position peaked at $143K in Q2 2017. 78 funds tracked by Wall St. Rank hold CBL as of Q3 2020.

Shelton Capital Management reported no remaining CBL& Associates Properties, Inc. position as of Q3 2020 after selling out during the quarter.
Shelton Capital Management sold 16,968 CBL& Associates Properties, Inc. shares in Q3 2020, an estimated $5K.
Shelton Capital Management first reported a position in CBL& Associates Properties, Inc. in Q2 2017 and held it in 13 quarters.
Shelton Capital Management's CBL& Associates Properties, Inc. position peaked at $143K in Q2 2017.
78 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q3 2020.

Based on Shelton Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.