DWM
USA icon

Doyle Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

Doyle Wealth Management’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
2018
Q2 		– Sell
-23,618
Closed -$145K – 190
2018
Q1 		$145K Buy
+23,618
New +$150K 0.02% 161

Other funds holding USA

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Doyle Wealth Management's USA Position: Q2 2018 in Review

Doyle Wealth Management sold out of Liberty All-Star Equity Fund (USA) in Q2 2018, closing a stake of 23,618 shares — an estimated $145K sold.

Doyle Wealth Management first reported a position in USA in Q1 2018 and held it in 1 quarter. The position peaked at $145K in Q1 2018. 131 funds tracked by Wall St. Rank hold USA as of Q2 2018.

  • Doyle Wealth Management reported no remaining Liberty All-Star Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Doyle Wealth Management sold 23,618 Liberty All-Star Equity Fund shares in Q2 2018, an estimated $145K.
  • Doyle Wealth Management first reported a position in Liberty All-Star Equity Fund in Q1 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Liberty All-Star Equity Fund position peaked at $145K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2018.

Based on Doyle Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.