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Macroview Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Macroview Investment 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
2018
Q4 		– Sell
-4,955
Closed -$34K – 382
2018
Q3 		$34K Buy
4,955
+1,067
+27% +$7.09K 0.11% 81
2018
Q2 		$25K Buy
+3,888
New +$24.7K 0.09% 91

Other funds holding USA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Macroview Investment Management's USA Position: Q4 2018 in Review

Macroview Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q4 2018, closing a stake of 4,955 shares — an estimated $34K sold.

Macroview Investment Management first reported a position in USA in Q2 2018 and held it in 2 quarters. The position peaked at $34K in Q3 2018. 136 funds tracked by Wall St. Rank hold USA as of Q4 2018.

  • Macroview Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Macroview Investment Management sold 4,955 Liberty All-Star Equity Fund shares in Q4 2018, an estimated $34K.
  • Macroview Investment Management first reported a position in Liberty All-Star Equity Fund in Q2 2018 and held it in 2 quarters.
  • Macroview Investment Management's Liberty All-Star Equity Fund position peaked at $34K in Q3 2018.
  • 136 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2018.

Based on Macroview Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.