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Capital Investment Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Capital Investment 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
Q4 		– Sell
-12,515
Closed -$69K – 587
2022
Q3 		$69K Buy
+12,515
New +$80.8K ﹤0.01% 539

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Capital Investment Advisors's USA Position: Q4 2022 in Review

Capital Investment Advisors sold out of Liberty All-Star Equity Fund (USA) in Q4 2022, closing a stake of 12,515 shares — an estimated $69K sold.

Capital Investment Advisors first reported a position in USA in Q3 2022 and held it in 1 quarter. The position peaked at $69K in Q3 2022. 172 funds tracked by Wall St. Rank hold USA as of Q4 2022.

  • Capital Investment Advisors reported no remaining Liberty All-Star Equity Fund position as of Q4 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 12,515 Liberty All-Star Equity Fund shares in Q4 2022, an estimated $69K.
  • Capital Investment Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2022 and held it in 1 quarter.
  • Capital Investment Advisors's Liberty All-Star Equity Fund position peaked at $69K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2022.

Based on Capital Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.