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Certified Advisory Corp’s Liberty All-Star Equity Fund USA Stock Holding History

Certified Advisory Corp’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
Q1 		– Sell
-8,000
Closed -$43K – 770
2018
Q4 		$43K Buy
+8,000
New +$47.5K 0.02% 297

Other funds holding USA

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Vident Investment Advisory
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Certified Advisory Corp's USA Position: Q1 2019 in Review

Certified Advisory Corp sold out of Liberty All-Star Equity Fund (USA) in Q1 2019, closing a stake of 8,000 shares — an estimated $43K sold.

Certified Advisory Corp first reported a position in USA in Q4 2018 and held it in 1 quarter. The position peaked at $43K in Q4 2018. 137 funds tracked by Wall St. Rank hold USA as of Q1 2019.

  • Certified Advisory Corp reported no remaining Liberty All-Star Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 8,000 Liberty All-Star Equity Fund shares in Q1 2019, an estimated $43K.
  • Certified Advisory Corp first reported a position in Liberty All-Star Equity Fund in Q4 2018 and held it in 1 quarter.
  • Certified Advisory Corp's Liberty All-Star Equity Fund position peaked at $43K in Q4 2018.
  • 137 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2019.

Based on Certified Advisory Corp's 13F filing for Q1 2019, filed 7 May 2019.