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

TCI Wealth 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	-455	Closed	-$2K	–	1751
2018 Q3	$2K	Hold	455	–	–	﹤0.01%	1124
2018 Q2	$3K	Buy	+455	New	+$2.18K	﹤0.01%	996
2017 Q4	–	Sell	-257	Closed	-$2K	–	1454
2017 Q3	$2K	Hold	257	–	–	﹤0.01%	1025
2017 Q2	$2K	Buy	+257	New	+$2.21K	﹤0.01%	1051
2017 Q1	–	Sell	-218	Closed	-$3K	–	1418
2016 Q4	$3K	Hold	218	–	–	﹤0.01%	955
2016 Q3	$3K	Hold	218	–	–	﹤0.01%	912
2016 Q2	$2K	Hold	218	–	–	﹤0.01%	986
2016 Q1	$3K	Buy	+218	New	+$2.47K	﹤0.01%	886
2015 Q3	–	Sell	-50	Closed	-$1K	–	1035
2015 Q2	$1K	Sell	50 -36	-42%	-$649	﹤0.01%	929
2015 Q1	$2K	Buy	86 +36	+72%	+$725	﹤0.01%	770
2014 Q4	$1K	Hold	50	–	–	﹤0.01%	850
2014 Q3	$1K	Hold	50	–	–	﹤0.01%	851
2014 Q2	$1K	Sell	50 -41	-45%	-$757	﹤0.01%	864
2014 Q1	$2K	Buy	91 +50	+122%	+$870	﹤0.01%	753
2013 Q4	$1K	Hold	41	–	–	﹤0.01%	823
2013 Q3	$1K	Buy	+41	New	+$864	﹤0.01%	747

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

TCI Wealth Advisors's CBL Position: Q4 2018 in Review

TCI Wealth Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2018, closing a stake of 455 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CBL in Q3 2013 and held it in 16 quarters. The position peaked at $3K in Q2 2018. 226 funds tracked by Wall St. Rank hold CBL as of Q4 2018.

TCI Wealth Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 455 CBL& Associates Properties, Inc. shares in Q4 2018, an estimated $2K.
TCI Wealth Advisors first reported a position in CBL& Associates Properties, Inc. in Q3 2013 and held it in 16 quarters.
TCI Wealth Advisors's CBL& Associates Properties, Inc. position peaked at $3K in Q2 2018.
226 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.