Moisand Fitzgerald Tamayo’s Liberty All-Star Equity Fund USA Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-3	Closed	–	–	299
2018 Q3	$0	Hold	3	–	–	﹤0.01%	307
2018 Q2	$0	Hold	3	–	–	﹤0.01%	324
2018 Q1	$0	Buy	3 +1	+50%	+$6	﹤0.01%	341
2017 Q4	$0	Hold	2	–	–	﹤0.01%	314
2017 Q3	$0	Buy	+2	New	+$11	﹤0.01%	324
2016 Q2	–	Sell	-2	Closed	–	–	184
2016 Q1	$0	Buy	+2	New	+$9	﹤0.01%	238

Other funds holding USA

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AAM

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

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

BBPWM

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

Moisand Fitzgerald Tamayo's USA Position: Q4 2018 in Review

Moisand Fitzgerald Tamayo sold out of Liberty All-Star Equity Fund (USA) in Q4 2018, closing a stake of 3 shares.

Moisand Fitzgerald Tamayo first reported a position in USA in Q1 2016 and held it in 6 quarters. The position peaked at $0 in Q3 2018. 136 funds tracked by Wall St. Rank hold USA as of Q4 2018.

Moisand Fitzgerald Tamayo reported no remaining Liberty All-Star Equity Fund position as of Q4 2018 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 3 Liberty All-Star Equity Fund shares in Q4 2018.
Moisand Fitzgerald Tamayo first reported a position in Liberty All-Star Equity Fund in Q1 2016 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's Liberty All-Star Equity Fund position peaked at $0 in Q3 2018.
136 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2018, filed 11 Feb 2019.