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Jaffetilchin Investment Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Jaffetilchin Investment Partners’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
2025
Q3 		– Sell
-22,749
Closed -$155K – 464
2025
Q2 		$155K Sell
22,749
-29,509
-56% -$192K 0.01% 421
2025
Q1 		$342K Buy
52,258
+11,569
+28% +$79.9K 0.02% 298
2024
Q4 		$283K Buy
+40,689
New +$292K 0.02% 323

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Jaffetilchin Investment Partners's USA Position: Q3 2025 in Review

Jaffetilchin Investment Partners sold out of Liberty All-Star Equity Fund (USA) in Q3 2025, closing a stake of 22,749 shares — an estimated $155K sold.

Jaffetilchin Investment Partners first reported a position in USA in Q4 2024 and held it in 3 quarters. The position peaked at $342K in Q1 2025. 209 funds tracked by Wall St. Rank hold USA as of Q3 2025.

  • Jaffetilchin Investment Partners reported no remaining Liberty All-Star Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 22,749 Liberty All-Star Equity Fund shares in Q3 2025, an estimated $155K.
  • Jaffetilchin Investment Partners first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Liberty All-Star Equity Fund position peaked at $342K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.