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JNBA Financial Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-5,261
Closed -$27K – 1308
2016
Q3 		$27K Buy
+5,261
New +$27.1K ﹤0.01% 715

Other funds holding USA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JNBA Financial Advisors's USA Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Liberty All-Star Equity Fund (USA) in Q4 2016, closing a stake of 5,261 shares — an estimated $27K sold.

JNBA Financial Advisors first reported a position in USA in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 123 funds tracked by Wall St. Rank hold USA as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Liberty All-Star Equity Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 5,261 Liberty All-Star Equity Fund shares in Q4 2016, an estimated $27K.
  • JNBA Financial Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Liberty All-Star Equity Fund position peaked at $27K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.