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icono de ASG

Liberty All-Star Growth Fund
ASG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Advisors Asset Management
1
Advisors Asset Management
Colorado
USD 5.1 M +USD 2.29 M +457,921 +88%
Advisory Alpha
2
Advisory Alpha
Michigan
USD 2 M +USD 515 k +102,957 +38%
Wells Fargo
3
Wells Fargo
California
USD 1.65 M +USD 70.4 k +14,058 +5%
Blue Bell Private Wealth Management
4
Blue Bell Private Wealth Management
Pennsylvania
USD 679 k -USD 205 k -40,942 -24%
Wedbush Securities
5
Wedbush Securities
California
USD 653 k -USD 774 k -154,708 -55%
Bank of America
6
Bank of America
North Carolina
USD 646 k +USD 10.1 k +2,016 +2%
Morgan Stanley
7
Morgan Stanley
New York
USD 451 k +USD 358 k +71,592 +491%
UBS Group
8
UBS Group
Switzerland
USD 442 k -USD 1.25 k -250 -0.3%
Thomas J. Herzfeld Advisors
9
Thomas J. Herzfeld Advisors
Florida
USD 269 k -USD 112 k -22,369 -30%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 231 k +USD 34.9 k +6,979 +19%
Invesco
11
Invesco
Georgia
USD 214 k +USD 205 k +40,997 Nuevas
Raymond James Trust
12
Raymond James Trust
Florida
USD 162 k – – –
Edmonds Duncan Registered Investment Advisors
13
Edmonds Duncan Registered Investment Advisors
Kansas
USD 149 k +USD 3.02 k +604 +2%
CL
14
CSS LLC
Illinois
USD 138 k -USD 61.7 k -12,335 -32%
Laurel Wealth Advisors (California)
15
Laurel Wealth Advisors (California)
California
USD 121 k – – –
Moloney Securities Asset Management
16
Moloney Securities Asset Management
Missouri
USD 120 k +USD 30.4 k +6,070 +36%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
USD 109 k +USD 42.9 k +8,578 +70%
MML Investors Services
18
MML Investors Services
Massachusetts
USD 104 k +USD 8.06 k +1,610 +9%
Creative Planning
19
Creative Planning
Kansas
USD 93 k +USD 1.84 k +368 +2%
Advisor Group
20
Advisor Group
Arizona
USD 85 k +USD 1.76 k +352 +2%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
USD 75 k +USD 2.93 k +586 +4%
Stratford Consulting
22
Stratford Consulting
Texas
USD 54 k – – –
M
23
MOTCO
Texas
USD 39 k – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 34 k – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 22 k +USD 460 +92 +2%
1
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