MIG
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Mariner Investment Group’s Liberty All-Star Equity Fund USA Stock Holding History

Mariner Investment Group’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
2017
Q2 		– Sell
-66,000
Closed -$360K – 97
2017
Q1 		$360K Sell
66,000
-104,363
-61% -$565K 0.21% 49
2016
Q4 		$879K Sell
170,363
-42,359
-20% -$215K 0.47% 39
2016
Q3 		$1.1M Sell
212,722
-259,026
-55% -$1.33M 0.57% 37
2016
Q2 		$2.37M Sell
471,748
-56,211
-11% -$281K 0.81% 37
2016
Q1 		$2.62M Sell
527,959
-7,285
-1% -$34.4K 0.74% 47
2015
Q4 		$2.86M Sell
535,244
-328,394
-38% -$1.75M 0.65% 53
2015
Q3 		$4.39M Sell
863,638
-252,305
-23% -$1.39M 0.92% 37
2015
Q2 		$6.42M Buy
1,115,943
+992,043
+801% +$5.84M 1.69% 8
2015
Q1 		$724K Buy
+123,900
New +$721K 0.2% 108

Other funds holding USA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return