Global Trust Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Global Trust Asset 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
2018 Q3	–	Sell	-1,065	Closed	-$7K	–	463
2018 Q2	$7K	Buy	+1,065	New	+$6.78K	0.01%	320

Other funds holding USA

1CP

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

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

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AAM

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

Global Trust Asset Management's USA Position: Q3 2018 in Review

Global Trust Asset Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2018, closing a stake of 1,065 shares — an estimated $7K sold.

Global Trust Asset Management first reported a position in USA in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 126 funds tracked by Wall St. Rank hold USA as of Q3 2018.

Global Trust Asset Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2018 after selling out during the quarter.
Global Trust Asset Management sold 1,065 Liberty All-Star Equity Fund shares in Q3 2018, an estimated $7K.
Global Trust Asset Management first reported a position in Liberty All-Star Equity Fund in Q2 2018 and held it in 1 quarter.
Global Trust Asset Management's Liberty All-Star Equity Fund position peaked at $7K in Q2 2018.
126 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2018.

Based on Global Trust Asset Management's 13F filing for Q3 2018, filed 16 Oct 2018.