MML Investors Services
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MML Investors Services’s Liberty All-Star Equity Fund USA Stock Holding History

MML Investors Services’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
2018
Q2 		– Sell
-10,521
Closed -$64K – 1422
2018
Q1 		$64K Buy
+10,521
New +$66.9K ﹤0.01% 1345
2017
Q4 		– Sell
-71,102
Closed -$429K – 1440
2017
Q3 		$429K Sell
71,102
-32,719
-32% -$188K 0.01% 850
2017
Q2 		$588K Buy
103,821
+29,381
+39% +$163K 0.01% 712
2017
Q1 		$406K Buy
+74,440
New +$403K 0.01% 503

Other funds holding USA

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

MML Investors Services's USA Position: Q2 2018 in Review

MML Investors Services sold out of Liberty All-Star Equity Fund (USA) in Q2 2018, closing a stake of 10,521 shares — an estimated $64K sold.

MML Investors Services first reported a position in USA in Q1 2017 and held it in 4 quarters. The position peaked at $588K in Q2 2017. 132 funds tracked by Wall St. Rank hold USA as of Q2 2018.

  • MML Investors Services reported no remaining Liberty All-Star Equity Fund position as of Q2 2018 after selling out during the quarter.
  • MML Investors Services sold 10,521 Liberty All-Star Equity Fund shares in Q2 2018, an estimated $64K.
  • MML Investors Services first reported a position in Liberty All-Star Equity Fund in Q1 2017 and held it in 4 quarters.
  • MML Investors Services's Liberty All-Star Equity Fund position peaked at $588K in Q2 2017.
  • 132 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2018.

Based on MML Investors Services's 13F filing for Q2 2018, filed 13 Aug 2018.