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BlackRock Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

BlackRock Investment Management’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
2016
Q3 		– Sell
-7
Closed – – 4006
2016
Q2 		$0 Buy
+7
New +$35 ﹤0.01% 4122
2014
Q3 		– Sell
-1,802
Closed -$11K – 4091
2014
Q2 		$11K Buy
+1,802
New +$10.6K ﹤0.01% 3605

Other funds holding USA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

BlackRock Investment Management's USA Position: Q3 2016 in Review

BlackRock Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2016, closing a stake of 7 shares.

BlackRock Investment Management first reported a position in USA in Q2 2014 and held it in 2 quarters. The position peaked at $11K in Q2 2014. 113 funds tracked by Wall St. Rank hold USA as of Q3 2016.

  • BlackRock Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2016 after selling out during the quarter.
  • BlackRock Investment Management sold 7 Liberty All-Star Equity Fund shares in Q3 2016.
  • BlackRock Investment Management first reported a position in Liberty All-Star Equity Fund in Q2 2014 and held it in 2 quarters.
  • BlackRock Investment Management's Liberty All-Star Equity Fund position peaked at $11K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2016.

Based on BlackRock Investment Management's 13F filing for Q3 2016, filed 8 Nov 2016.