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

Legacy 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 Q2	–	Sell	-152	Closed	-$1K	–	417
2019 Q1	$1K	Buy	+152	New	+$898	﹤0.01%	397
2018 Q4	–	Sell	-145	Closed	-$1K	–	381
2018 Q3	$1K	Sell	145 -5,531	-97%	-$36.8K	﹤0.01%	453
2018 Q2	$36K	Buy	+5,676	New	+$36.1K	0.03%	210

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Advisors's USA Position: Q2 2019 in Review

Legacy Advisors sold out of Liberty All-Star Equity Fund (USA) in Q2 2019, closing a stake of 152 shares — an estimated $1K sold.

Legacy Advisors first reported a position in USA in Q2 2018 and held it in 3 quarters. The position peaked at $36K in Q2 2018. 124 funds tracked by Wall St. Rank hold USA as of Q2 2019.

Legacy Advisors reported no remaining Liberty All-Star Equity Fund position as of Q2 2019 after selling out during the quarter.
Legacy Advisors sold 152 Liberty All-Star Equity Fund shares in Q2 2019, an estimated $1K.
Legacy Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2018 and held it in 3 quarters.
Legacy Advisors's Liberty All-Star Equity Fund position peaked at $36K in Q2 2018.
124 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.