SWP
CBL

Stratos Wealth Partners’s CBL& Associates Properties, Inc. CBL Stock Holding History

Stratos Wealth Partners’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
-3,150
Closed -$13K – 2825
2018
Q3 		$13K Buy
+3,150
New +$15.1K ﹤0.01% 2074
2018
Q2 		– Sell
-2,150
Closed -$9K – 2907
2018
Q1 		$9K Hold
2,150
– – ﹤0.01% 2400
2017
Q4 		$12K Buy
+2,150
New +$14.4K ﹤0.01% 2105

Other funds holding CBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's CBL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2018, closing a stake of 3,150 shares — an estimated $13K sold.

Stratos Wealth Partners first reported a position in CBL in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining CBL& Associates Properties, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,150 CBL& Associates Properties, Inc. shares in Q4 2018, an estimated $13K.
  • Stratos Wealth Partners first reported a position in CBL& Associates Properties, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's CBL& Associates Properties, Inc. position peaked at $13K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.