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Liberty Mutual Group Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Liberty Mutual Group Asset Management’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
2013
Q3 		– Sell
-1,280,288
Closed -$6.66M – 1043
2013
Q2 		$6.66M Buy
+1,280,288
New +$6.67M 0.26% 67

Other funds holding USA

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Liberty Mutual Group Asset Management's USA Position: Q3 2013 in Review

Liberty Mutual Group Asset Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2013, closing a stake of 1,280,288 shares — an estimated $6.66M sold.

Liberty Mutual Group Asset Management first reported a position in USA in Q2 2013 and held it in 1 quarter. The position peaked at $6.66M in Q2 2013. 75 funds tracked by Wall St. Rank hold USA as of Q3 2013.

  • Liberty Mutual Group Asset Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2013 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 1,280,288 Liberty All-Star Equity Fund shares in Q3 2013, an estimated $6.66M.
  • Liberty Mutual Group Asset Management first reported a position in Liberty All-Star Equity Fund in Q2 2013 and held it in 1 quarter.
  • Liberty Mutual Group Asset Management's Liberty All-Star Equity Fund position peaked at $6.66M in Q2 2013.
  • 75 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2013.

Based on Liberty Mutual Group Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.