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InterOcean Capital Group’s Liberty All-Star Equity Fund USA Stock Holding History

InterOcean Capital Group’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
Q1 		$84K Buy
+11,745
New +$78.5K ﹤0.01% 474

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

InterOcean Capital Group's USA Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Liberty All-Star Equity Fund (USA) in Q1 2024: 11,745 shares worth $84K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

181 funds tracked by Wall St. Rank hold USA as of Q1 2024.

  • InterOcean Capital Group held 11,745 shares of Liberty All-Star Equity Fund worth $84K as of Q1 2024.
  • Liberty All-Star Equity Fund was a new InterOcean Capital Group position in Q1 2024.
  • Liberty All-Star Equity Fund made up ﹤0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #474 holding.
  • 181 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.