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

UBS Group’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 Q1	–	Sell	-198,200	Closed	-$208K	–	8703
2019 Q4	$208K	Hold	198,200	–	–	﹤0.01%	5581
2019 Q3	$256K	Buy	+198,200	New	+$207K	﹤0.01%	5058
2019 Q1	–	Sell	-40,100	Closed	-$77K	–	8422
2018 Q4	$77K	Buy	40,100 +18,600	+87%	+$54.5K	﹤0.01%	5764
2018 Q3	$86K	Hold	21,500	–	–	﹤0.01%	5718
2018 Q2	$120K	Buy	+21,500	New	+$103K	﹤0.01%	5311
2015 Q2	–	Sell	-900	Closed	-$18K	–	8994
2015 Q1	$18K	Sell	900 -11,300	-93%	-$228K	﹤0.01%	7099
2014 Q4	$237K	Buy	+12,200	New	+$230K	﹤0.01%	4881

Other funds holding CBL

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $339M AUM 14.48% 1-Year Est. Return

UBS Group's CBL Position: Q4 2020 in Review

UBS Group sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 10,958 shares — an estimated $2K sold.

UBS Group first reported a position in CBL in Q4 2014 and held it in 24 quarters. The position peaked at $5.36M in Q3 2017. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

UBS Group reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
UBS Group sold 10,958 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $2K.
UBS Group first reported a position in CBL& Associates Properties, Inc. in Q4 2014 and held it in 24 quarters.
UBS Group's CBL& Associates Properties, Inc. position peaked at $5.36M in Q3 2017.
12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on UBS Group's 13F filing for Q4 2020, filed 11 Feb 2021.