Commerce Bank’s Liberty All-Star Equity Fund USA Stock Holding History

Commerce Bank’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 Q4	–	Sell	-10,825	Closed	-$60K	–	1162
2022 Q3	$60K	Buy	10,825 +259	+2%	+$1.67K	﹤0.01%	1124
2022 Q2	$66K	Buy	10,566 +293	+3%	+$2.03K	﹤0.01%	1127
2022 Q1	$83K	Buy	10,273 +273	+3%	+$2.1K	﹤0.01%	1162
2021 Q4	$84K	Buy	+10,000	New	+$84.5K	﹤0.01%	1172

Other funds holding USA

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

PCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commerce Bank's USA Position: Q4 2022 in Review

Commerce Bank sold out of Liberty All-Star Equity Fund (USA) in Q4 2022, closing a stake of 10,825 shares — an estimated $60K sold.

Commerce Bank first reported a position in USA in Q4 2021 and held it in 4 quarters. The position peaked at $84K in Q4 2021. 172 funds tracked by Wall St. Rank hold USA as of Q4 2022.

Commerce Bank reported no remaining Liberty All-Star Equity Fund position as of Q4 2022 after selling out during the quarter.
Commerce Bank sold 10,825 Liberty All-Star Equity Fund shares in Q4 2022, an estimated $60K.
Commerce Bank first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 4 quarters.
Commerce Bank's Liberty All-Star Equity Fund position peaked at $84K in Q4 2021.
172 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2022.

Based on Commerce Bank's 13F filing for Q4 2022, filed 10 Feb 2023.