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Center for Financial Planning’s Liberty All-Star Equity Fund USA Stock Holding History

Center for Financial 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
Q3 		– Sell
-5,040
Closed -$29K – 469
2020
Q2 		$29K Hold
5,040
– – 0.01% 224
2020
Q1 		$24K Buy
+5,040
New +$31.1K 0.01% 235

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Center for Financial Planning's USA Position: Q3 2020 in Review

Center for Financial Planning sold out of Liberty All-Star Equity Fund (USA) in Q3 2020, closing a stake of 5,040 shares — an estimated $29K sold.

Center for Financial Planning first reported a position in USA in Q1 2020 and held it in 2 quarters. The position peaked at $29K in Q2 2020. 134 funds tracked by Wall St. Rank hold USA as of Q3 2020.

  • Center for Financial Planning reported no remaining Liberty All-Star Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Center for Financial Planning sold 5,040 Liberty All-Star Equity Fund shares in Q3 2020, an estimated $29K.
  • Center for Financial Planning first reported a position in Liberty All-Star Equity Fund in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Liberty All-Star Equity Fund position peaked at $29K in Q2 2020.
  • 134 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2020.

Based on Center for Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.