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 London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

JBF Capital Aspen, Colorado $674M AUM 24.74% 1-Year Est. Return

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