Clarus Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-1,790	Closed	-$11K	–	519
2019 Q2	$11K	Buy	1,790 +48	+3%	+$300	0.01%	429
2019 Q1	$11K	Buy	1,742 +90	+5%	+$532	0.01%	513
2018 Q4	$9K	Sell	1,652 -26,123	-94%	-$155K	0.01%	532
2018 Q3	$189K	Buy	27,775 +7,195	+35%	+$47.8K	0.12%	137
2018 Q2	$126K	Hold	20,580	–	–	0.1%	171
2018 Q1	$126K	Sell	20,580 -6,057	-23%	-$38.5K	0.12%	120
2017 Q4	$168K	Buy	+26,637	New	+$163K	0.16%	116

Other funds holding USA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Clarus Wealth Advisors's USA Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Liberty All-Star Equity Fund (USA) in Q3 2019, closing a stake of 1,790 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in USA in Q4 2017 and held it in 7 quarters. The position peaked at $189K in Q3 2018. 121 funds tracked by Wall St. Rank hold USA as of Q3 2019.

Clarus Wealth Advisors reported no remaining Liberty All-Star Equity Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,790 Liberty All-Star Equity Fund shares in Q3 2019, an estimated $11K.
Clarus Wealth Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Liberty All-Star Equity Fund position peaked at $189K in Q3 2018.
121 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.