MGO One Seven’s Liberty All-Star Equity Fund USA Stock Holding History

MGO One Seven’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
2026 Q1	$66.7K	Sell	12,019 -3,486	-22%	-$20.8K	﹤0.01%	1387
2025 Q4	$97.4K	Buy	15,505 +873	+6%	+$5.44K	﹤0.01%	1367
2025 Q3	$92.8K	Buy	+14,632	New	+$96.6K	﹤0.01%	1297
2019 Q1	–	Sell	-4,577	Closed	-$24K	–	1575
2018 Q4	$24K	Sell	4,577 -12,058	-72%	-$71.7K	0.01%	865
2018 Q3	$113K	Buy	+16,635	New	+$111K	0.05%	345
2018 Q1	$204K	Buy	33,319 +717	+2%	+$4.56K	0.09%	263
2017 Q4	$205K	Buy	+32,602	New	+$200K	0.09%	250

Other funds holding USA

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

KIM

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

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

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

PCM

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

MGO One Seven's USA Position: Q1 2026 in Review

MGO One Seven reduced its Liberty All-Star Equity Fund (USA) stake by 22% in Q1 2026, selling an estimated $20.8K and leaving 12,019 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

MGO One Seven first reported a position in USA in Q4 2017 and has held it in 7 quarters since. The position peaked at $205K in Q4 2017. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

MGO One Seven held 12,019 shares of Liberty All-Star Equity Fund worth $66.7K as of Q1 2026.
MGO One Seven sold 3,486 Liberty All-Star Equity Fund shares in Q1 2026, an estimated $20.8K.
Liberty All-Star Equity Fund made up ﹤0.01% of MGO One Seven's portfolio in Q1 2026, its #1387 holding.
MGO One Seven first reported a position in Liberty All-Star Equity Fund in Q4 2017 and has held it in 7 quarters since.
MGO One Seven's Liberty All-Star Equity Fund position peaked at $205K in Q4 2017.
220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.