ETrade Capital Management’s Liberty All-Star Equity Fund USA Stock Holding History

ETrade Capital 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
2020 Q3	$188K	Buy	+31,306	New	+$187K	﹤0.01%	833

Other funds holding USA

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

PCM

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

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

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

BBPWM

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

AAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ETrade Capital Management's USA Position: Q3 2020 in Review

ETrade Capital Management opened a new position in Liberty All-Star Equity Fund (USA) in Q3 2020: 31,306 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings.

134 funds tracked by Wall St. Rank hold USA as of Q3 2020.

ETrade Capital Management held 31,306 shares of Liberty All-Star Equity Fund worth $188K as of Q3 2020.
Liberty All-Star Equity Fund was a new ETrade Capital Management position in Q3 2020.
Liberty All-Star Equity Fund made up ﹤0.01% of ETrade Capital Management's portfolio in Q3 2020, its #833 holding.
134 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.