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Cedar Brook Financial Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-12,662
Closed -$81K – 325
2019
Q2 		$81K Buy
12,662
+68
+0.5% +$424 0.04% 293
2019
Q1 		$77K Buy
12,594
+125
+1% +$739 0.04% 280
2018
Q4 		$67K Buy
+12,469
New +$74.1K 0.04% 236

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

Cedar Brook Financial Partners's USA Position: Q3 2019 in Review

Cedar Brook Financial Partners sold out of Liberty All-Star Equity Fund (USA) in Q3 2019, closing a stake of 12,662 shares — an estimated $81K sold.

Cedar Brook Financial Partners first reported a position in USA in Q4 2018 and held it in 3 quarters. The position peaked at $81K in Q2 2019. 121 funds tracked by Wall St. Rank hold USA as of Q3 2019.

  • Cedar Brook Financial Partners reported no remaining Liberty All-Star Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 12,662 Liberty All-Star Equity Fund shares in Q3 2019, an estimated $81K.
  • Cedar Brook Financial Partners first reported a position in Liberty All-Star Equity Fund in Q4 2018 and held it in 3 quarters.
  • Cedar Brook Financial Partners's Liberty All-Star Equity Fund position peaked at $81K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2019, filed 24 Oct 2019.