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AFT Forsyth & Company’s Liberty All-Star Equity Fund USA Stock Holding History

AFT Forsyth & Company’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-38,200
Closed -$245K – 148
2019
Q2 		$245K Hold
38,200
– – 0.2% 124
2019
Q1 		$233K Hold
38,200
– – 0.2% 124
2018
Q4 		$206K Hold
38,200
– – 0.21% 128
2018
Q3 		$260K Hold
38,200
– – 0.22% 124
2018
Q2 		$244K Hold
38,200
– – 0.21% 126
2018
Q1 		$234K Buy
38,200
+6,300
+20% +$40K 0.22% 121
2017
Q4 		$201K Buy
+31,900
New +$196K 0.2% 128

Other funds holding USA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AFT Forsyth & Company's USA Position: Q3 2019 in Review

AFT Forsyth & Company sold out of Liberty All-Star Equity Fund (USA) in Q3 2019, closing a stake of 38,200 shares — an estimated $245K sold.

AFT Forsyth & Company first reported a position in USA in Q4 2017 and held it in 7 quarters. The position peaked at $260K in Q3 2018. 121 funds tracked by Wall St. Rank hold USA as of Q3 2019.

  • AFT Forsyth & Company reported no remaining Liberty All-Star Equity Fund position as of Q3 2019 after selling out during the quarter.
  • AFT Forsyth & Company sold 38,200 Liberty All-Star Equity Fund shares in Q3 2019, an estimated $245K.
  • AFT Forsyth & Company first reported a position in Liberty All-Star Equity Fund in Q4 2017 and held it in 7 quarters.
  • AFT Forsyth & Company's Liberty All-Star Equity Fund position peaked at $260K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2019.

Based on AFT Forsyth & Company's 13F filing for Q3 2019, filed 12 Nov 2019.