Wealthspire Advisors (Maryland)’s CBL& Associates Properties, Inc. CBL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-634	Closed	-$1K	–	2385
2019 Q1	$1K	Buy	634 +475	+299%	+$1.01K	﹤0.01%	2442
2018 Q4	$0	Sell	159 -663	-81%	-$1.94K	﹤0.01%	2637
2018 Q3	$3K	Buy	822 +645	+364%	+$3.09K	﹤0.01%	2101
2018 Q2	$1K	Sell	177 -249	-58%	-$1.19K	﹤0.01%	2398
2018 Q1	$2K	Sell	426 -1,012	-70%	-$5.06K	﹤0.01%	2260
2017 Q4	$8K	Buy	1,438 +1,179	+455%	+$7.88K	﹤0.01%	1701
2017 Q3	$2K	Buy	259 +76	+42%	+$645	﹤0.01%	2032
2017 Q2	$2K	Sell	183 -5,761	-97%	-$49.5K	﹤0.01%	2034
2017 Q1	$57K	Sell	5,944 -1,285	-18%	-$13.2K	0.01%	771
2016 Q4	$83K	Buy	7,229 +7,216	+55,508%	+$83.7K	0.01%	641
2016 Q3	$1K	Buy	+13	New	+$158	﹤0.01%	1684
2016 Q2	–	Hold	0	–	–	–	1286
2016 Q1	–	Hold	0	–	–	–	1200
2015 Q4	–	Hold	0	–	–	–	1491

Other funds holding CBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CBL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CBL& Associates Properties, Inc. (CBL) in Q2 2019, closing a stake of 634 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CBL in Q3 2016 and held it in 11 quarters. The position peaked at $83K in Q4 2016. 182 funds tracked by Wall St. Rank hold CBL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining CBL& Associates Properties, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 634 CBL& Associates Properties, Inc. shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in CBL& Associates Properties, Inc. in Q3 2016 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s CBL& Associates Properties, Inc. position peaked at $83K in Q4 2016.
182 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.