UBS AM
CBL

UBS AM’s CBL& Associates Properties, Inc. CBL Stock Holding History

UBS AM’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
-17,247
Closed -$2.78K – 2617
2020
Q3 		$2.78K Hold
17,247
– – ﹤0.01% 2484
2020
Q2 		$4.7K Hold
17,247
– – ﹤0.01% 2463
2020
Q1 		$3.45K Hold
17,247
– – ﹤0.01% 2460
2019
Q4 		$18.1K Sell
17,247
-14,863
-46% -$19.4K ﹤0.01% 2532
2019
Q3 		$41.4K Sell
32,110
-108,725
-77% -$113K ﹤0.01% 2731
2019
Q2 		$146K Sell
140,835
-70,463
-33% -$81.4K ﹤0.01% 2607
2019
Q1 		$328K Sell
211,298
-336,215
-61% -$717K ﹤0.01% 2285
2018
Q4 		$1.05M Buy
547,513
+4,771
+0.9% +$14K ﹤0.01% 1736
2018
Q3 		$2.17M Buy
542,742
+33,678
+7% +$161K ﹤0.01% 1466
2018
Q2 		$2.84M Sell
509,064
-59,059
-10% -$283K ﹤0.01% 1366
2018
Q1 		$2.37M Buy
568,123
+131,995
+30% +$660K ﹤0.01% 1397
2017
Q4 		$2.47M Buy
436,128
+42,807
+11% +$286K ﹤0.01% 1344
2017
Q3 		$3.3M Buy
393,321
+8,519
+2% +$72.3K ﹤0.01% 1226
2017
Q2 		$3.24M Sell
384,802
-3,238
-0.8% -$27.8K ﹤0.01% 1180
2017
Q1 		$3.7M Buy
388,040
+59,915
+18% +$615K ﹤0.01% 1113
2016
Q4 		$3.77M Sell
328,125
-2,868
-0.9% -$33.2K ﹤0.01% 1060
2016
Q3 		$4.02M Buy
330,993
+5,129
+2% +$62.5K ﹤0.01% 1103
2016
Q2 		$3.03M Buy
325,864
+3,772
+1% +$40.8K ﹤0.01% 1195
2016
Q1 		$3.83M Sell
322,092
-82,345
-20% -$932K ﹤0.01% 1109
2015
Q4 		$5M Buy
404,437
+16,688
+4% +$228K 0.01% 1073
2015
Q3 		$5.33M Sell
387,749
-138,736
-26% -$2.15M 0.01% 1031
2015
Q2 		$8.53M Sell
526,485
-100,107
-16% -$1.81M 0.01% 933
2015
Q1 		$12.4M Sell
626,592
-29,387
-4% -$592K 0.01% 822
2014
Q4 		$12.7M Sell
655,979
-293,500
-31% -$5.52M 0.01% 812
2014
Q3 		$17M Sell
949,479
-142,100
-13% -$2.69M 0.02% 726
2014
Q2 		$20.7M Sell
1,091,579
-18,304
-2% -$338K 0.02% 666
2014
Q1 		$19.7M Buy
1,109,883
+191,798
+21% +$3.34M 0.02% 674
2013
Q4 		$16.5M Buy
918,085
+136,400
+17% +$2.56M 0.02% 690
2013
Q3 		$14.9M Sell
781,685
-8,995
-1% -$190K 0.02% 687
2013
Q2 		$16.9M Buy
+790,680
New +$18.8M 0.02% 620

Other funds holding CBL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JC
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

UBS AM's CBL Position: Q4 2020 in Review

UBS AM sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 17,247 shares — an estimated $2.78K sold.

UBS AM first reported a position in CBL in Q2 2013 and held it in 30 quarters. The position peaked at $20.7M in Q2 2014. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

  • UBS AM reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
  • UBS AM sold 17,247 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $2.78K.
  • UBS AM first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 30 quarters.
  • UBS AM's CBL& Associates Properties, Inc. position peaked at $20.7M in Q2 2014.
  • 12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on UBS AM's 13F filing for Q4 2020, filed 17 Feb 2021.