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Mutual Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Mutual Advisors’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
2025
Q4 		– Sell
-10,450
Closed -$66K – 1343
2025
Q3 		$66K Sell
10,450
-3,391
-24% -$22.4K ﹤0.01% 1269
2025
Q2 		$92.5K Hold
13,841
– – ﹤0.01% 1157
2025
Q1 		$87.2K Hold
13,841
– – ﹤0.01% 1065
2024
Q4 		$98K Buy
+13,841
New +$99.5K ﹤0.01% 1054
2023
Q2 		– Sell
-75,354
Closed -$467K – 1068
2023
Q1 		$467K Sell
75,354
-796
-1% -$4.89K 0.02% 644
2022
Q4 		$434K Sell
76,150
-20,792
-21% -$124K 0.02% 630
2022
Q3 		$536K Sell
96,942
-6,900
-7% -$44.6K 0.03% 541
2022
Q2 		$652K Sell
103,842
-9
-0% -$62 0.04% 457
2022
Q1 		$839K Buy
103,851
+12,858
+14% +$99K 0.05% 424
2021
Q4 		$763K Buy
90,993
+42,742
+89% +$361K 0.04% 465
2021
Q3 		$415K Buy
48,251
+18,272
+61% +$159K 0.02% 606
2021
Q2 		$271K Buy
29,979
+13,019
+77% +$109K 0.02% 701
2021
Q1 		$129K Sell
16,960
-4,399
-21% -$32.1K 0.01% 749
2020
Q4 		$147K Buy
21,359
+780
+4% +$5.01K 0.01% 715
2020
Q3 		$124K Hold
20,579
– – 0.01% 653
2020
Q2 		$118K Buy
20,579
+1,174
+6% +$6.35K 0.01% 628
2020
Q1 		$94K Buy
19,405
+3,998
+26% +$24.7K 0.01% 538
2019
Q4 		$104K Buy
15,407
+4,327
+39% +$28.3K 0.01% 584
2019
Q3 		$71K Buy
+11,080
New +$70K 0.01% 534

Other funds holding USA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return