Edmonds Duncan Registered Investment Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Edmonds Duncan Registered Investment 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
2019 Q2	–	Sell	-350,061	Closed	-$2.14M	–	120
2019 Q1	$2.14M	Buy	350,061 +65	+0%	+$384	0.89%	30
2018 Q4	$1.88M	Sell	349,996 -9,358	-3%	-$55.6K	0.88%	30
2018 Q3	$2.45M	Buy	359,354 +4,978	+1%	+$33.1K	1%	29
2018 Q2	$2.27M	Buy	354,376 +2,337	+0.7%	+$14.9K	0.99%	31
2018 Q1	$2.16M	Buy	352,039 +2,389	+0.7%	+$15.2K	0.97%	32
2017 Q4	$2.2M	Sell	349,650 -23,708	-6%	-$145K	0.99%	32
2017 Q3	$2.31M	Buy	+373,358	New	+$2.15M	1.07%	31

Other funds holding USA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

AAM

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

Edmonds Duncan Registered Investment Advisors's USA Position: Q2 2019 in Review

Edmonds Duncan Registered Investment Advisors sold out of Liberty All-Star Equity Fund (USA) in Q2 2019, closing a stake of 350,061 shares — an estimated $2.14M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in USA in Q3 2017 and held it in 7 quarters. The position peaked at $2.45M in Q3 2018. 124 funds tracked by Wall St. Rank hold USA as of Q2 2019.

Edmonds Duncan Registered Investment Advisors reported no remaining Liberty All-Star Equity Fund position as of Q2 2019 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 350,061 Liberty All-Star Equity Fund shares in Q2 2019, an estimated $2.14M.
Edmonds Duncan Registered Investment Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2017 and held it in 7 quarters.
Edmonds Duncan Registered Investment Advisors's Liberty All-Star Equity Fund position peaked at $2.45M in Q3 2018.
124 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2019.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.