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

First Horizon 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
2015
Q1 		– Sell
-102
Closed -$1K – 1563
2014
Q4 		$1K Buy
+102
New +$594 ﹤0.01% 1432

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

First Horizon Advisors's USA Position: Q1 2015 in Review

First Horizon Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2015, closing a stake of 102 shares — an estimated $1K sold.

First Horizon Advisors first reported a position in USA in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 102 funds tracked by Wall St. Rank hold USA as of Q1 2015.

  • First Horizon Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2015 after selling out during the quarter.
  • First Horizon Advisors sold 102 Liberty All-Star Equity Fund shares in Q1 2015, an estimated $1K.
  • First Horizon Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2014 and held it in 1 quarter.
  • First Horizon Advisors's Liberty All-Star Equity Fund position peaked at $1K in Q4 2014.
  • 102 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2015.

Based on First Horizon Advisors's 13F filing for Q1 2015, filed 4 May 2015.