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

Barber 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
2019
Q3 		– Sell
-13,336
Closed -$86K – 155
2019
Q2 		$86K Buy
+13,336
New +$83.2K 0.02% 138

Other funds holding USA

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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

Barber Financial Group's USA Position: Q3 2019 in Review

Barber Financial Group sold out of Liberty All-Star Equity Fund (USA) in Q3 2019, closing a stake of 13,336 shares — an estimated $86K sold.

Barber Financial Group first reported a position in USA in Q2 2019 and held it in 1 quarter. The position peaked at $86K in Q2 2019. 121 funds tracked by Wall St. Rank hold USA as of Q3 2019.

  • Barber Financial Group reported no remaining Liberty All-Star Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Barber Financial Group sold 13,336 Liberty All-Star Equity Fund shares in Q3 2019, an estimated $86K.
  • Barber Financial Group first reported a position in Liberty All-Star Equity Fund in Q2 2019 and held it in 1 quarter.
  • Barber Financial Group's Liberty All-Star Equity Fund position peaked at $86K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2019.

Based on Barber Financial Group's 13F filing for Q3 2019, filed 5 Nov 2019.