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

CSM 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
2023
Q1 		– Sell
-20,130
Closed -$115K – 148
2022
Q4 		$115K Buy
20,130
+478
+2% +$2.86K 0.01% 131
2022
Q3 		$109K Buy
19,652
+175
+0.9% +$1.13K 0.01% 129
2022
Q2 		$122K Buy
19,477
+591
+3% +$4.1K 0.01% 122
2022
Q1 		$153K Buy
18,886
+486
+3% +$3.74K 0.01% 126
2021
Q4 		$154K Hold
18,400
– – 0.01% 155
2021
Q3 		$158K Hold
18,400
– – 0.01% 149
2021
Q2 		$166K Buy
+18,400
New +$154K 0.01% 155

Other funds holding USA

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 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

CSM Advisors's USA Position: Q1 2023 in Review

CSM Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2023, closing a stake of 20,130 shares — an estimated $115K sold.

CSM Advisors first reported a position in USA in Q2 2021 and held it in 7 quarters. The position peaked at $166K in Q2 2021. 163 funds tracked by Wall St. Rank hold USA as of Q1 2023.

  • CSM Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2023 after selling out during the quarter.
  • CSM Advisors sold 20,130 Liberty All-Star Equity Fund shares in Q1 2023, an estimated $115K.
  • CSM Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2021 and held it in 7 quarters.
  • CSM Advisors's Liberty All-Star Equity Fund position peaked at $166K in Q2 2021.
  • 163 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2023.

Based on CSM Advisors's 13F filing for Q1 2023, filed 15 May 2023.