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Archford Capital Strategies’s Liberty All-Star Equity Fund USA Stock Holding History

Archford Capital Strategies’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
-3,630
Closed -$23K – 501
2019
Q2 		$23K Buy
3,630
+97
+3% +$605 0.01% 339
2019
Q1 		$22K Buy
3,533
+181
+5% +$1.07K 0.01% 333
2018
Q4 		$18K Hold
3,352
– – 0.01% 332
2018
Q3 		$23K Buy
3,352
+83
+3% +$552 0.01% 344
2018
Q2 		$21K Buy
3,269
+254
+8% +$1.62K 0.01% 363
2018
Q1 		$20K Buy
+3,015
New +$19.2K 0.01% 286
2017
Q2 		– Sell
-2,881
Closed -$16K – 602
2017
Q1 		$16K Buy
2,881
+65
+2% +$352 0.01% 390
2016
Q4 		$14K Hold
2,816
– – 0.01% 352
2016
Q3 		$14K Buy
2,816
+63
+2% +$324 0.01% 354
2016
Q2 		$14K Buy
+2,753
New +$13.8K 0.01% 360
2016
Q1 		– Sell
-2,556
Closed -$14K – 580
2015
Q4 		$14K Hold
2,556
– – 0.01% 411
2015
Q3 		$13K Buy
2,556
+65
+3% +$357 0.01% 314
2015
Q2 		$14K Buy
2,491
+58
+2% +$341 0.01% 301
2015
Q1 		$14.2K Buy
2,433
+76
+3% +$442 0.01% 310
2014
Q4 		$14K Hold
2,357
– – 0.01% 323
2014
Q3 		$14K Buy
2,357
+38
+2% +$226 0.01% 331
2014
Q2 		$13.9K Buy
2,319
+38
+2% +$223 0.01% 362
2014
Q1 		$13.4K Buy
+2,281
New +$13.3K 0.01% 380

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

Archford Capital Strategies's USA Position: Q3 2019 in Review

Archford Capital Strategies sold out of Liberty All-Star Equity Fund (USA) in Q3 2019, closing a stake of 3,630 shares — an estimated $23K sold.

Archford Capital Strategies first reported a position in USA in Q1 2014 and held it in 18 quarters. The position peaked at $23K in Q2 2019. 121 funds tracked by Wall St. Rank hold USA as of Q3 2019.

  • Archford Capital Strategies reported no remaining Liberty All-Star Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 3,630 Liberty All-Star Equity Fund shares in Q3 2019, an estimated $23K.
  • Archford Capital Strategies first reported a position in Liberty All-Star Equity Fund in Q1 2014 and held it in 18 quarters.
  • Archford Capital Strategies's Liberty All-Star Equity Fund position peaked at $23K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.