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Newbridge Financial Services Group’s Liberty All-Star Equity Fund USA Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-32
Closed – – 1610
2021
Q2 		$0 Buy
+32
New +$269 ﹤0.01% 1516

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Penserra Capital Management
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YCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Newbridge Financial Services Group's USA Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Liberty All-Star Equity Fund (USA) in Q3 2021, closing a stake of 32 shares.

Newbridge Financial Services Group first reported a position in USA in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 154 funds tracked by Wall St. Rank hold USA as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Liberty All-Star Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 32 Liberty All-Star Equity Fund shares in Q3 2021.
  • Newbridge Financial Services Group first reported a position in Liberty All-Star Equity Fund in Q2 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Liberty All-Star Equity Fund position peaked at $0 in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.