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Capital Wealth Planning’s Liberty All-Star Equity Fund USA Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-13,646
Closed -$66K – 206
2020
Q1 		$66K Buy
+13,646
New +$84.3K ﹤0.01% 228

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Wealth Planning's USA Position: Q2 2020 in Review

Capital Wealth Planning sold out of Liberty All-Star Equity Fund (USA) in Q2 2020, closing a stake of 13,646 shares — an estimated $66K sold.

Capital Wealth Planning first reported a position in USA in Q1 2020 and held it in 1 quarter. The position peaked at $66K in Q1 2020. 127 funds tracked by Wall St. Rank hold USA as of Q2 2020.

  • Capital Wealth Planning reported no remaining Liberty All-Star Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 13,646 Liberty All-Star Equity Fund shares in Q2 2020, an estimated $66K.
  • Capital Wealth Planning first reported a position in Liberty All-Star Equity Fund in Q1 2020 and held it in 1 quarter.
  • Capital Wealth Planning's Liberty All-Star Equity Fund position peaked at $66K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.