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Bay Colony Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Bay Colony Advisors’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
2022
Q1 		– Sell
-11,515
Closed -$96K – 405
2021
Q4 		$96K Hold
11,515
– – 0.03% 360
2021
Q3 		$99K Buy
11,515
+139
+1% +$1.21K 0.03% 336
2021
Q2 		$103K Buy
11,376
+133
+1% +$1.12K 0.03% 342
2021
Q1 		$86K Buy
11,243
+1,093
+11% +$7.98K 0.03% 316
2020
Q4 		$70K Hold
10,150
– – 0.04% 281
2020
Q3 		$61K Buy
10,150
+22
+0.2% +$131 0.04% 246
2020
Q2 		$58K Buy
10,128
+22
+0.2% +$119 0.04% 204
2020
Q1 		$49K Buy
10,106
+20
+0.2% +$124 0.04% 167
2019
Q4 		$72K Buy
+10,086
New +$65.9K 0.05% 256

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YCM
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PCM
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Royal Bank of Canada
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Cohen & Steers
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B
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AAM
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return