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

WFG 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	$124K	Buy	+14,745	New	+$127K	0.03%	482
2016 Q1	–	Sell	-7,771	Closed	-$96K	–	1728
2015 Q4	$96K	Hold	7,771	–	–	0.03%	479
2015 Q3	$107K	Buy	7,771 +622	+9%	+$9.64K	0.03%	449
2015 Q2	$116K	Buy	7,149 +7,044	+6,709%	+$127K	0.03%	495
2015 Q1	$2K	Buy	105 +2	+2%	+$40	﹤0.01%	1580
2014 Q4	$2K	Buy	103 +1	+1%	+$19	﹤0.01%	1893
2014 Q3	$2K	Buy	+102	New	+$1.93K	﹤0.01%	1913
2014 Q1	–	Sell	-186,137	Closed	-$3.34M	–	2297
2013 Q4	$3.34M	Buy	186,137 +558	+0.3%	+$10.5K	0.48%	34
2013 Q3	$3.54M	Sell	185,579 -1,148	-0.6%	-$24.2K	0.55%	31
2013 Q2	$4M	Buy	+186,727	New	+$4.43M	0.67%	20

Other funds holding CBL

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

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

WFG Advisors's CBL Position: Q2 2017 in Review

WFG Advisors opened a new position in CBL& Associates Properties, Inc. (CBL) in Q2 2017: 14,745 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #482 among its holdings. This is a return to the name: WFG Advisors previously reported a position in CBL as recently as Q4 2015.

WFG Advisors first reported a position in CBL in Q2 2013 and has held it in 10 quarters since. The position peaked at $4M in Q2 2013. 240 funds tracked by Wall St. Rank hold CBL as of Q2 2017.

WFG Advisors held 14,745 shares of CBL& Associates Properties, Inc. worth $124K as of Q2 2017.
CBL& Associates Properties, Inc. was a new WFG Advisors position in Q2 2017.
CBL& Associates Properties, Inc. made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #482 holding.
WFG Advisors first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and has held it in 10 quarters since.
WFG Advisors's CBL& Associates Properties, Inc. position peaked at $4M in Q2 2013.
240 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.