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NewSquare Capital’s Liberty All-Star Growth Fund ASG Stock Holding History

NewSquare Capital’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
2020
Q1 		– Sell
-6,884
Closed -$45K – 350
2019
Q4 		$45K Buy
+6,884
New +$42.1K 0.01% 172

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LPL Financial
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RJFSA
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $414M AUM 32.23% 1-Year Est. Return

NewSquare Capital's ASG Position: Q1 2020 in Review

NewSquare Capital sold out of Liberty All-Star Growth Fund (ASG) in Q1 2020, closing a stake of 6,884 shares — an estimated $45K sold.

NewSquare Capital first reported a position in ASG in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 43 funds tracked by Wall St. Rank hold ASG as of Q1 2020.

  • NewSquare Capital reported no remaining Liberty All-Star Growth Fund position as of Q1 2020 after selling out during the quarter.
  • NewSquare Capital sold 6,884 Liberty All-Star Growth Fund shares in Q1 2020, an estimated $45K.
  • NewSquare Capital first reported a position in Liberty All-Star Growth Fund in Q4 2019 and held it in 1 quarter.
  • NewSquare Capital's Liberty All-Star Growth Fund position peaked at $45K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q1 2020.

Based on NewSquare Capital's 13F filing for Q1 2020, filed 8 May 2020.