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Founders Financial Alliance’s Liberty All-Star Equity Fund USA Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-48
Closed – – 1202
2020
Q3 		$0 Buy
+48
New +$287 ﹤0.01% 1401

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Founders Financial Alliance's USA Position: Q4 2020 in Review

Founders Financial Alliance sold out of Liberty All-Star Equity Fund (USA) in Q4 2020, closing a stake of 48 shares.

Founders Financial Alliance first reported a position in USA in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 142 funds tracked by Wall St. Rank hold USA as of Q4 2020.

  • Founders Financial Alliance reported no remaining Liberty All-Star Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 48 Liberty All-Star Equity Fund shares in Q4 2020.
  • Founders Financial Alliance first reported a position in Liberty All-Star Equity Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Liberty All-Star Equity Fund position peaked at $0 in Q3 2020.
  • 142 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.