Coastal Bridge Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Coastal Bridge 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
2022 Q1	–	Sell	-21,065	Closed	-$145K	–	222
2021 Q4	$145K	Buy	+21,065	New	+$178K	0.03%	191
2021 Q2	–	Sell	-22,115	Closed	-$169K	–	158
2021 Q1	$169K	Buy	22,115 +1,050	+5%	+$7.67K	0.03%	137
2020 Q4	$145K	Hold	21,065	–	–	0.03%	130
2020 Q3	$127K	Buy	21,065 +542	+3%	+$3.24K	0.04%	117
2020 Q2	$117K	Buy	+20,523	New	+$111K	0.04%	135

Other funds holding USA

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

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Coastal Bridge Advisors's USA Position: Q1 2022 in Review

Coastal Bridge Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2022, closing a stake of 21,065 shares — an estimated $145K sold.

Coastal Bridge Advisors first reported a position in USA in Q2 2020 and held it in 5 quarters. The position peaked at $169K in Q1 2021. 170 funds tracked by Wall St. Rank hold USA as of Q1 2022.

Coastal Bridge Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 21,065 Liberty All-Star Equity Fund shares in Q1 2022, an estimated $145K.
Coastal Bridge Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2020 and held it in 5 quarters.
Coastal Bridge Advisors's Liberty All-Star Equity Fund position peaked at $169K in Q1 2021.
170 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2022.

Based on Coastal Bridge Advisors's 13F filing for Q1 2022, filed 13 May 2022.