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Oder Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Oder Investment Management’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
Q1 		– Sell
-683
Closed -$5K – 457
2020
Q4 		$5K Buy
+683
New +$4.38K ﹤0.01% 431

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Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Oder Investment Management's USA Position: Q1 2021 in Review

Oder Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2021, closing a stake of 683 shares — an estimated $5K sold.

Oder Investment Management first reported a position in USA in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 139 funds tracked by Wall St. Rank hold USA as of Q1 2021.

  • Oder Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 683 Liberty All-Star Equity Fund shares in Q1 2021, an estimated $5K.
  • Oder Investment Management first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Liberty All-Star Equity Fund position peaked at $5K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.