Triad Investment Management’s CBL& Associates Properties, Inc. CBL Stock Holding History

Triad Investment 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 Q4	–	Sell	-41,000	Closed	-$7K	–	57
2020 Q3	$7K	Hold	41,000	–	–	0.01%	51
2020 Q2	$11K	Buy	41,000 +2,000	+5%	+$531	0.01%	52
2020 Q1	$8K	Buy	39,000 +4,000	+11%	+$2.72K	0.01%	48
2019 Q4	$37K	Buy	+35,000	New	+$45.8K	0.04%	45

Other funds holding CBL

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Triad Investment Management's CBL Position: Q4 2020 in Review

Triad Investment Management sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 41,000 shares — an estimated $7K sold.

Triad Investment Management first reported a position in CBL in Q4 2019 and held it in 4 quarters. The position peaked at $37K in Q4 2019. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

Triad Investment Management reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
Triad Investment Management sold 41,000 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $7K.
Triad Investment Management first reported a position in CBL& Associates Properties, Inc. in Q4 2019 and held it in 4 quarters.
Triad Investment Management's CBL& Associates Properties, Inc. position peaked at $37K in Q4 2019.
12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.