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Albion Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

Albion Financial Group’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
2020
Q1 		– Sell
-18,293
Closed -$124K – 221
2019
Q4 		$124K Buy
+18,293
New +$120K 0.01% 205

Other funds holding USA

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Albion Financial Group's USA Position: Q1 2020 in Review

Albion Financial Group sold out of Liberty All-Star Equity Fund (USA) in Q1 2020, closing a stake of 18,293 shares — an estimated $124K sold.

Albion Financial Group first reported a position in USA in Q4 2019 and held it in 1 quarter. The position peaked at $124K in Q4 2019. 142 funds tracked by Wall St. Rank hold USA as of Q1 2020.

  • Albion Financial Group reported no remaining Liberty All-Star Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Albion Financial Group sold 18,293 Liberty All-Star Equity Fund shares in Q1 2020, an estimated $124K.
  • Albion Financial Group first reported a position in Liberty All-Star Equity Fund in Q4 2019 and held it in 1 quarter.
  • Albion Financial Group's Liberty All-Star Equity Fund position peaked at $124K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2020.

Based on Albion Financial Group's 13F filing for Q1 2020, filed 8 May 2020.