Valley National Advisers’s CBL& Associates Properties, Inc. CBL Stock Holding History

Valley National Advisers’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	-523	Closed	–	–	889
2020 Q3	$0	Hold	523	–	–	﹤0.01%	872
2020 Q2	$0	Hold	523	–	–	﹤0.01%	891
2020 Q1	$0	Hold	523	–	–	﹤0.01%	882
2019 Q4	$1K	Hold	523	–	–	﹤0.01%	738
2019 Q3	$1K	Hold	523	–	–	﹤0.01%	742
2019 Q2	$1K	Hold	523	–	–	﹤0.01%	717
2019 Q1	$1K	Hold	523	–	–	﹤0.01%	718
2018 Q4	$1K	Hold	523	–	–	﹤0.01%	753
2018 Q3	$2K	Buy	523 +123	+31%	+$590	﹤0.01%	611
2018 Q2	$2K	Hold	400	–	–	﹤0.01%	584
2018 Q1	$2K	Sell	400 -400	-50%	-$2K	﹤0.01%	563
2017 Q4	$5K	Hold	800	–	–	﹤0.01%	489
2017 Q3	$7K	Hold	800	–	–	﹤0.01%	454
2017 Q2	$7K	Hold	800	–	–	﹤0.01%	455
2017 Q1	$8K	Hold	800	–	–	﹤0.01%	441
2016 Q4	$9K	Hold	800	–	–	﹤0.01%	432
2016 Q3	$10K	Hold	800	–	–	0.01%	387
2016 Q2	$7K	Buy	800 +200	+33%	+$2.16K	﹤0.01%	431
2016 Q1	$7K	Hold	600	–	–	﹤0.01%	414
2015 Q4	$7K	Hold	600	–	–	﹤0.01%	421
2015 Q3	$8K	Hold	600	–	–	﹤0.01%	412
2015 Q2	$10K	Hold	600	–	–	0.01%	387
2015 Q1	$12K	Sell	600 -125	-17%	-$2.52K	0.01%	367
2014 Q4	$13K	Buy	+725	New	+$13.6K	0.01%	262

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 $384M AUM 21.52% 1-Year Est. Return

Valley National Advisers's CBL Position: Q4 2020 in Review

Valley National Advisers sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 523 shares.

Valley National Advisers first reported a position in CBL in Q4 2014 and held it in 24 quarters. The position peaked at $13K in Q4 2014. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

Valley National Advisers reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
Valley National Advisers sold 523 CBL& Associates Properties, Inc. shares in Q4 2020.
Valley National Advisers first reported a position in CBL& Associates Properties, Inc. in Q4 2014 and held it in 24 quarters.
Valley National Advisers's CBL& Associates Properties, Inc. position peaked at $13K in Q4 2014.
12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Valley National Advisers's 13F filing for Q4 2020, filed 11 Feb 2021.