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icono de ASG

Liberty All-Star Growth Fund
ASG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 8.82 M +USD 814 k +143,806 +10%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 7.02 M +USD 696 k +122,842 +11%
Invesco
3
Invesco
Georgia
USD 2.44 M +USD 531 k +93,829 +29%
Wells Fargo
4
Wells Fargo
California
USD 1.86 M +USD 863 k +152,400 +91%
Yakira Capital Management
5
Yakira Capital Management
Connecticut
USD 1.2 M -USD 471 k -83,100 -29%
LPL Financial
6
LPL Financial
California
USD 1.08 M +USD 271 k +47,792 +35%
Blue Bell Private Wealth Management
7
Blue Bell Private Wealth Management
Pennsylvania
USD 771 k -USD 266 k -46,898 -26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 632 k +USD 94.2 k +16,635 +18%
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
USD 522 k +USD 236 k +41,718 +87%
Measured Wealth Private Client Group
10
Measured Wealth Private Client Group
New Hampshire
USD 403 k +USD 393 k +69,313 Nuevas
UBS Group
11
UBS Group
Switzerland
USD 402 k +USD 68.3 k +12,060 +21%
Bank of America
12
Bank of America
North Carolina
USD 352 k -USD 1.33 M -235,132 -80%
Stifel Financial
13
Stifel Financial
Missouri
USD 350 k -USD 18.3 k -3,230 -5%
Wedbush Securities
14
Wedbush Securities
California
USD 250 k +USD 26.6 k +4,697 +12%
BB&T Securities
15
BB&T Securities
Virginia
USD 231 k -USD 7.96 k -1,405 -3%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 217 k +USD 49 k +8,652 +30%
Edmonds Duncan Registered Investment Advisors
17
Edmonds Duncan Registered Investment Advisors
Kansas
USD 175 k – – –
Thomas J. Herzfeld Advisors
18
Thomas J. Herzfeld Advisors
Florida
USD 155 k -USD 326 k -57,513 -68%
Citadel Advisors
19
Citadel Advisors
Florida
USD 154 k +USD 150 k +26,537 Nuevas
Lincoln National Corp
20
Lincoln National Corp
Pennsylvania
USD 143 k -USD 143 k -25,210 -51%
Raymond James Trust
21
Raymond James Trust
Florida
USD 138 k – – –
NewEdge Advisors
22
NewEdge Advisors
Louisiana
USD 128 k +USD 124 k +21,970 Nuevas
Advisor Group
23
Advisor Group
Arizona
USD 127 k +USD 5.31 k +938 +4%
Golden State Wealth Management
24
Golden State Wealth Management
California
USD 126 k -USD 21.9 k -3,859 -15%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
USD 125 k +USD 2.59 k +458 +2%
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