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

JOYN 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
2019
Q1 		– Sell
-1,468
Closed -$8K – 1341
2018
Q4 		$8K Buy
1,468
+670
+84% +$3.98K ﹤0.01% 1078
2018
Q3 		$5K Buy
+798
New +$5.3K ﹤0.01% 1214

Other funds holding USA

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JOYN Advisors's USA Position: Q1 2019 in Review

JOYN Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2019, closing a stake of 1,468 shares — an estimated $8K sold.

JOYN Advisors first reported a position in USA in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 137 funds tracked by Wall St. Rank hold USA as of Q1 2019.

  • JOYN Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,468 Liberty All-Star Equity Fund shares in Q1 2019, an estimated $8K.
  • JOYN Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2018 and held it in 2 quarters.
  • JOYN Advisors's Liberty All-Star Equity Fund position peaked at $8K in Q4 2018.
  • 137 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.