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BB&T Securities’s Liberty All-Star Equity Fund USA Stock Holding History

BB&T Securities’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 		$285K Buy
44,553
+14,400
+48% +$90.9K ﹤0.01% 1344
2019
Q2 		$193K Hold
30,153
– – ﹤0.01% 1537
2019
Q1 		$184K Hold
30,153
– – ﹤0.01% 1519
2018
Q4 		$162K Buy
30,153
+2,710
+10% +$16.1K ﹤0.01% 1389
2018
Q3 		$186K Hold
27,443
– – ﹤0.01% 1490
2018
Q2 		$175K Sell
27,443
-9
-0% -$57 ﹤0.01% 1470
2018
Q1 		$168K Buy
27,452
+11,410
+71% +$72.5K ﹤0.01% 1427
2017
Q4 		$101K Hold
16,042
– – ﹤0.01% 1411
2017
Q3 		$96K Sell
16,042
-108
-0.7% -$621 ﹤0.01% 1363
2017
Q2 		$91K Buy
16,150
+108
+0.7% +$600 ﹤0.01% 1355
2017
Q1 		$87K Buy
16,042
+370
+2% +$2K ﹤0.01% 1211
2016
Q4 		$81K Hold
15,672
– – ﹤0.01% 1194
2016
Q3 		$81K Hold
15,672
– – ﹤0.01% 1202
2016
Q2 		$78K Hold
15,672
– – ﹤0.01% 1188
2016
Q1 		$77K Sell
15,672
-1,890
-11% -$8.94K ﹤0.01% 1141
2015
Q4 		$93K Hold
17,562
– – ﹤0.01% 1119
2015
Q3 		$89K Buy
17,562
+4,708
+37% +$25.9K ﹤0.01% 1063
2015
Q2 		$73K Hold
12,854
– – ﹤0.01% 1097
2015
Q1 		$75K Hold
12,854
– – ﹤0.01% 1082
2014
Q4 		$76.8K Hold
12,854
– – ﹤0.01% 1067
2014
Q3 		$74.9K Hold
12,854
– – ﹤0.01% 1022
2014
Q2 		$77.2K Sell
12,854
-215
-2% -$1.26K ﹤0.01% 973
2014
Q1 		$76.8K Buy
13,069
+62
+0.5% +$362 ﹤0.01% 916
2013
Q4 		$77.6K Hold
13,007
– – ﹤0.01% 883
2013
Q3 		$70.3K Buy
13,007
+29
+0.2% +$159 ﹤0.01% 810
2013
Q2 		$67.4K Buy
+12,978
New +$67.6K ﹤0.01% 792

Other funds holding USA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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 $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BB&T Securities's USA Position: Q3 2019 in Review

BB&T Securities increased its Liberty All-Star Equity Fund (USA) stake by 48% in Q3 2019, buying an estimated $90.9K and bringing the position to 44,553 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

BB&T Securities first reported a position in USA in Q2 2013 and has held it in 26 quarters since. 121 funds tracked by Wall St. Rank hold USA as of Q3 2019.

  • BB&T Securities held 44,553 shares of Liberty All-Star Equity Fund worth $285K as of Q3 2019.
  • BB&T Securities bought 14,400 Liberty All-Star Equity Fund shares in Q3 2019, an estimated $90.9K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1344 holding.
  • BB&T Securities first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 26 quarters since.
  • 121 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.