WIA
CBL

Wealthstreet Investment Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

Wealthstreet Investment 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
2020
Q4 		– Sell
-295,633
Closed -$48K – 363
2020
Q3 		$48K Sell
295,633
-54,924
-16% -$11.2K 0.01% 334
2020
Q2 		$96K Sell
350,557
-978,083
-74% -$260K 0.01% 320
2020
Q1 		$266K Buy
1,328,640
+442,972
+50% +$301K 0.04% 257
2019
Q4 		$930K Buy
885,668
+551,062
+165% +$721K 0.11% 158
2019
Q3 		$515K Hold
334,606
– – 0.07% 219
2019
Q2 		$348K Buy
334,606
+244,117
+270% +$282K 0.05% 264
2019
Q1 		$140K Sell
90,489
-247,774
-73% -$528K 0.02% 335
2018
Q4 		$809K Sell
338,263
-56,277
-14% -$165K 0.11% 156
2018
Q3 		$1.57M Hold
394,540
– – 0.19% 114
2018
Q2 		$2.2M Sell
394,540
-4,703
-1% -$22.5K 0.29% 85
2018
Q1 		$1.67M Sell
399,243
-33,150
-8% -$166K 0.21% 113
2017
Q4 		$2.45M Buy
+432,393
New +$2.89M 0.3% 88

Other funds holding CBL

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Wealthstreet Investment Advisors's CBL Position: Q4 2020 in Review

Wealthstreet Investment Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 295,633 shares — an estimated $48K sold.

Wealthstreet Investment Advisors first reported a position in CBL in Q4 2017 and held it in 12 quarters. The position peaked at $2.45M in Q4 2017. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

  • Wealthstreet Investment Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 295,633 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $48K.
  • Wealthstreet Investment Advisors first reported a position in CBL& Associates Properties, Inc. in Q4 2017 and held it in 12 quarters.
  • Wealthstreet Investment Advisors's CBL& Associates Properties, Inc. position peaked at $2.45M in Q4 2017.
  • 12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.