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Gradient Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Gradient Investments’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 		– Sell
-588
Closed -$3K – 1227
2020
Q2 		$3K Hold
588
– – ﹤0.01% 849
2020
Q1 		$3K Buy
+588
New +$3.63K ﹤0.01% 877

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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PCM
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Gradient Investments's USA Position: Q3 2020 in Review

Gradient Investments sold out of Liberty All-Star Equity Fund (USA) in Q3 2020, closing a stake of 588 shares — an estimated $3K sold.

Gradient Investments first reported a position in USA in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 134 funds tracked by Wall St. Rank hold USA as of Q3 2020.

  • Gradient Investments reported no remaining Liberty All-Star Equity Fund position as of Q3 2020 after selling out during the quarter.
  • Gradient Investments sold 588 Liberty All-Star Equity Fund shares in Q3 2020, an estimated $3K.
  • Gradient Investments first reported a position in Liberty All-Star Equity Fund in Q1 2020 and held it in 2 quarters.
  • Gradient Investments's Liberty All-Star Equity Fund position peaked at $3K in Q2 2020.
  • 134 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.