Mariner Independent Advisor Network’s Liberty All-Star Equity Fund USA Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$295K	Buy	53,289 +1,222	+2%	+$7.89K	0.01%	525
2022 Q2	$342K	Sell	52,067 -2,416	-4%	-$16.8K	0.01%	509
2022 Q1	$441K	Buy	+54,483	New	+$419K	0.02%	454
2021 Q3	–	Sell	-14,049	Closed	-$127K	–	527
2021 Q2	$127K	Buy	+14,049	New	+$118K	0.01%	499

Other funds holding USA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Mariner Independent Advisor Network's USA Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Liberty All-Star Equity Fund (USA) stake by 2.3% in Q3 2022, buying an estimated $7.89K and bringing the position to 53,289 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #525.

Mariner Independent Advisor Network first reported a position in USA in Q2 2021 and has held it in 4 quarters since. The position peaked at $441K in Q1 2022. 161 funds tracked by Wall St. Rank hold USA as of Q3 2022.

Mariner Independent Advisor Network held 53,289 shares of Liberty All-Star Equity Fund worth $295K as of Q3 2022.
Mariner Independent Advisor Network bought 1,222 Liberty All-Star Equity Fund shares in Q3 2022, an estimated $7.89K.
Liberty All-Star Equity Fund made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #525 holding.
Mariner Independent Advisor Network first reported a position in Liberty All-Star Equity Fund in Q2 2021 and has held it in 4 quarters since.
Mariner Independent Advisor Network's Liberty All-Star Equity Fund position peaked at $441K in Q1 2022.
161 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.