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Comprehensive Financial Consultants Institutional’s Liberty All-Star Equity Fund USA Stock Holding History

Comprehensive Financial Consultants Institutional’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
-58
Closed – – 475
2021
Q4 		$0 Buy
+58
New +$490 ﹤0.01% 512

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YCM
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Penserra Capital Management
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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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's USA Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Liberty All-Star Equity Fund (USA) in Q1 2022, closing a stake of 58 shares.

Comprehensive Financial Consultants Institutional first reported a position in USA in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 170 funds tracked by Wall St. Rank hold USA as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Liberty All-Star Equity Fund position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 58 Liberty All-Star Equity Fund shares in Q1 2022.
  • Comprehensive Financial Consultants Institutional first reported a position in Liberty All-Star Equity Fund in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Liberty All-Star Equity Fund position peaked at $0 in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.