Dixon Hubard Feinour & Brown’s Liberty All-Star Equity Fund USA Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$70K	Hold	11,200	–	–	0.01%	275
2022 Q1	$90K	Hold	11,200	–	–	0.01%	305
2021 Q4	$94K	Hold	11,200	–	–	0.01%	296
2021 Q3	$96K	Hold	11,200	–	–	0.02%	181
2021 Q2	$101K	Sell	11,200 -11,200	-50%	-$94K	0.02%	185
2021 Q1	$152K	Buy	22,400 +11,200	+100%	+$81.8K	0.02%	199
2020 Q4	$67K	Hold	11,200	–	–	0.02%	177
2020 Q3	$67K	Hold	11,200	–	–	0.02%	177
2020 Q2	$66K	Hold	11,200	–	–	0.02%	182
2020 Q1	$54K	Hold	11,200	–	–	0.02%	164
2019 Q4	$76K	Hold	11,200	–	–	0.02%	181
2019 Q3	$72K	Hold	11,200	–	–	0.02%	177
2019 Q2	$72K	Hold	11,200	–	–	0.02%	179
2019 Q1	$68K	Hold	11,200	–	–	0.02%	172
2018 Q4	$60K	Hold	11,200	–	–	0.02%	160
2018 Q3	$76K	Hold	11,200	–	–	0.02%	175
2018 Q2	$72K	Hold	11,200	–	–	0.02%	164
2018 Q1	$69K	Hold	11,200	–	–	0.02%	189
2017 Q4	$71K	Hold	11,200	–	–	0.02%	189
2017 Q3	$68K	Hold	11,200	–	–	0.02%	184
2017 Q2	$63K	Hold	11,200	–	–	0.02%	180
2017 Q1	$61K	Buy	+11,200	New	+$60.7K	0.02%	179

Other funds holding USA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Dixon Hubard Feinour & Brown's USA Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown held its Liberty All-Star Equity Fund (USA) position steady in Q2 2022 at 11,200 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #275.

Dixon Hubard Feinour & Brown first reported a position in USA in Q1 2017 and has held it in 22 quarters since. The position peaked at $152K in Q1 2021. 165 funds tracked by Wall St. Rank hold USA as of Q2 2022.

Dixon Hubard Feinour & Brown held 11,200 shares of Liberty All-Star Equity Fund worth $70K as of Q2 2022.
Dixon Hubard Feinour & Brown left its Liberty All-Star Equity Fund share count unchanged in Q2 2022.
Liberty All-Star Equity Fund made up 0.01% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #275 holding.
Dixon Hubard Feinour & Brown first reported a position in Liberty All-Star Equity Fund in Q1 2017 and has held it in 22 quarters since.
Dixon Hubard Feinour & Brown's Liberty All-Star Equity Fund position peaked at $152K in Q1 2021.
165 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.