Measured Wealth Private Client Group’s Liberty All-Star Equity Fund USA Stock Holding History

Measured Wealth Private Client 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
2020 Q3	–	Sell	-54,227	Closed	-$310K	–	148
2020 Q2	$310K	Hold	54,227	–	–	0.18%	73
2020 Q1	$262K	Hold	54,227	–	–	0.2%	73
2019 Q4	$367K	Hold	54,227	–	–	0.24%	63
2019 Q3	$347K	Hold	54,227	–	–	0.22%	72
2019 Q2	$348K	Buy	+54,227	New	+$338K	0.2%	107

Other funds holding USA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Measured Wealth Private Client Group's USA Position: Q3 2020 in Review

Measured Wealth Private Client Group sold out of Liberty All-Star Equity Fund (USA) in Q3 2020, closing a stake of 54,227 shares — an estimated $310K sold.

Measured Wealth Private Client Group first reported a position in USA in Q2 2019 and held it in 5 quarters. The position peaked at $367K in Q4 2019. 134 funds tracked by Wall St. Rank hold USA as of Q3 2020.

Measured Wealth Private Client Group reported no remaining Liberty All-Star Equity Fund position as of Q3 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 54,227 Liberty All-Star Equity Fund shares in Q3 2020, an estimated $310K.
Measured Wealth Private Client Group first reported a position in Liberty All-Star Equity Fund in Q2 2019 and held it in 5 quarters.
Measured Wealth Private Client Group's Liberty All-Star Equity Fund position peaked at $367K in Q4 2019.
134 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2020, filed 15 Oct 2020.