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

OTA Financial 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
2018
Q4 		– Sell
-65,188
Closed -$417K – 81
2018
Q3 		$417K Hold
65,188
– – 0.17% 45
2018
Q2 		$417K Buy
+65,188
New +$415K 0.16% 52
2017
Q3 		– Sell
-71,244
Closed -$388K – 75
2017
Q2 		$388K Hold
71,244
– – 0.26% 40
2017
Q1 		$388K Buy
+71,244
New +$386K 0.25% 43
2016
Q2 		– Sell
-66,647
Closed -$331K – 89
2016
Q1 		$331K Buy
+66,647
New +$315K 0.58% 41
2014
Q1 		– Sell
-54,180
Closed -$323 – 108
2013
Q4 		$323 Buy
54,180
+9,867
+22% +$56.3K 0.2% 57
2013
Q3 		$239 Buy
+44,313
New +$243K 0.13% 66

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