MML Investors Services

MML Investors Services’s Liberty All-Star Growth Fund ASG Stock Holding History

MML Investors Services’s Portfolio ASG Stock Details ASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-155,696	Closed	-$989K	–	1495
2018 Q3	$989K	Sell	155,696 -30,034	-16%	-$202K	0.02%	673
2018 Q2	$1.23M	Buy	185,730 +22,194	+14%	+$136K	0.03%	498
2018 Q1	$988K	Buy	163,536 +19,363	+13%	+$115K	0.02%	546
2017 Q4	$799K	Buy	144,173 +124,302	+626%	+$671K	0.02%	624
2017 Q3	$104K	Buy	19,871 +1,610	+9%	+$8.06K	﹤0.01%	1279
2017 Q2	$90K	Buy	18,261 +2,815	+18%	+$13.3K	﹤0.01%	1247
2017 Q1	$70K	Buy	+15,446	New	+$68.4K	﹤0.01%	789

Other funds holding ASG

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

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

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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