United Capital Financial Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

United Capital Financial 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
2017 Q2	–	Sell	-24,829	Closed	-$237K	–	1328
2017 Q1	$237K	Sell	24,829 -2,540	-9%	-$26.1K	﹤0.01%	1136
2016 Q4	$315K	Sell	27,369 -11,883	-30%	-$138K	﹤0.01%	1034
2016 Q3	$477K	Sell	39,252 -799	-2%	-$9.73K	﹤0.01%	980
2016 Q2	$360K	Buy	40,051 +8,791	+28%	+$95K	﹤0.01%	996
2016 Q1	$372K	Buy	31,260 +7,527	+32%	+$85.2K	﹤0.01%	948
2015 Q4	$294K	Buy	+23,733	New	+$324K	﹤0.01%	1023

Other funds holding CBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's CBL Position: Q2 2017 in Review

United Capital Financial Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2017, closing a stake of 24,829 shares — an estimated $237K sold.

United Capital Financial Advisors first reported a position in CBL in Q4 2015 and held it in 6 quarters. The position peaked at $477K in Q3 2016. 240 funds tracked by Wall St. Rank hold CBL as of Q2 2017.

United Capital Financial Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q2 2017 after selling out during the quarter.
United Capital Financial Advisors sold 24,829 CBL& Associates Properties, Inc. shares in Q2 2017, an estimated $237K.
United Capital Financial Advisors first reported a position in CBL& Associates Properties, Inc. in Q4 2015 and held it in 6 quarters.
United Capital Financial Advisors's CBL& Associates Properties, Inc. position peaked at $477K in Q3 2016.
240 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.