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

Gables 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
2024
Q4 		– Sell
-986
Closed -$7K – 450
2024
Q3 		$7K Hold
986
– – ﹤0.01% 381
2024
Q2 		$6.71K Hold
986
– – ﹤0.01% 341
2024
Q1 		$7.05K Buy
+986
New +$6.59K ﹤0.01% 337

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Gables Capital Management's USA Position: Q4 2024 in Review

Gables Capital Management sold out of Liberty All-Star Equity Fund (USA) in Q4 2024, closing a stake of 986 shares — an estimated $7K sold.

Gables Capital Management first reported a position in USA in Q1 2024 and held it in 3 quarters. The position peaked at $7.05K in Q1 2024. 191 funds tracked by Wall St. Rank hold USA as of Q4 2024.

  • Gables Capital Management reported no remaining Liberty All-Star Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Gables Capital Management sold 986 Liberty All-Star Equity Fund shares in Q4 2024, an estimated $7K.
  • Gables Capital Management first reported a position in Liberty All-Star Equity Fund in Q1 2024 and held it in 3 quarters.
  • Gables Capital Management's Liberty All-Star Equity Fund position peaked at $7.05K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2024.

Based on Gables Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.