McIlrath & Eck’s Liberty All-Star Equity Fund USA Stock Holding History

McIlrath & Eck’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
2021 Q1	–	Sell	-25	Closed	–	–	787
2020 Q4	$0	Hold	25	–	–	﹤0.01%	712
2020 Q3	$0	Hold	25	–	–	﹤0.01%	717
2020 Q2	$0	Sell	25 -961	-97%	-$5.2K	﹤0.01%	724
2020 Q1	$5K	Buy	986 +47	+5%	+$290	﹤0.01%	449
2019 Q4	$6K	Hold	939	–	–	﹤0.01%	460
2019 Q3	$6K	Buy	939 +49	+6%	+$309	﹤0.01%	441
2019 Q2	$5K	Hold	890	–	–	﹤0.01%	469
2019 Q1	$5K	Buy	890 +45	+5%	+$266	﹤0.01%	469
2018 Q4	$5K	Hold	845	–	–	﹤0.01%	381
2018 Q3	$6K	Buy	845 +21	+3%	+$140	﹤0.01%	365
2018 Q2	$5K	Buy	824 +21	+3%	+$134	﹤0.01%	377
2018 Q1	$5K	Buy	803 +42	+6%	+$267	﹤0.01%	358
2017 Q4	$5K	Buy	+761	New	+$4.67K	﹤0.01%	382

Other funds holding USA

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return