SIS
CBL

Sound Income Strategies’s CBL& Associates Properties, Inc. CBL Stock Holding History

Sound Income Strategies’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
-6,476
Closed -$1K – 980
2020
Q3 		$1K Hold
6,476
– – ﹤0.01% 825
2020
Q2 		$2K Hold
6,476
– – ﹤0.01% 668
2020
Q1 		$1K Buy
6,476
+190
+3% +$129 ﹤0.01% 737
2019
Q4 		$7K Buy
6,286
+1,414
+29% +$1.85K ﹤0.01% 414
2019
Q3 		$6K Sell
4,872
-3,800
-44% -$3.96K ﹤0.01% 408
2019
Q2 		$9K Hold
8,672
– – ﹤0.01% 355
2019
Q1 		$13K Hold
8,672
– – 0.01% 299
2018
Q4 		$17K Hold
8,672
– – 0.01% 261
2018
Q3 		$35K Sell
8,672
-3,290
-28% -$15.8K 0.02% 174
2018
Q2 		$67K Buy
11,962
+500
+4% +$2.4K 0.04% 90
2018
Q1 		$48K Hold
11,462
– – 0.03% 122
2017
Q4 		$51K Buy
+11,462
New +$76.6K 0.03% 87

Other funds holding CBL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Sound Income Strategies's CBL Position: Q4 2020 in Review

Sound Income Strategies sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 6,476 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in CBL in Q4 2017 and held it in 12 quarters. The position peaked at $67K in Q2 2018. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

  • Sound Income Strategies reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
  • Sound Income Strategies sold 6,476 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $1K.
  • Sound Income Strategies first reported a position in CBL& Associates Properties, Inc. in Q4 2017 and held it in 12 quarters.
  • Sound Income Strategies's CBL& Associates Properties, Inc. position peaked at $67K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Sound Income Strategies's 13F filing for Q4 2020, filed 11 Jan 2021.