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Parkside Financial Bank & Trust’s Liberty All-Star Equity Fund USA Stock Holding History

Parkside Financial Bank & Trust’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
Q4 		– Sell
-11,612
Closed -$100K – 1923
2021
Q3 		$100K Buy
11,612
+3,050
+36% +$26.6K 0.03% 326
2021
Q2 		$77K Buy
+8,562
New +$71.9K 0.02% 384

Other funds holding USA

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Parkside Financial Bank & Trust's USA Position: Q4 2021 in Review

Parkside Financial Bank & Trust sold out of Liberty All-Star Equity Fund (USA) in Q4 2021, closing a stake of 11,612 shares — an estimated $100K sold.

Parkside Financial Bank & Trust first reported a position in USA in Q2 2021 and held it in 2 quarters. The position peaked at $100K in Q3 2021. 171 funds tracked by Wall St. Rank hold USA as of Q4 2021.

  • Parkside Financial Bank & Trust reported no remaining Liberty All-Star Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 11,612 Liberty All-Star Equity Fund shares in Q4 2021, an estimated $100K.
  • Parkside Financial Bank & Trust first reported a position in Liberty All-Star Equity Fund in Q2 2021 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Liberty All-Star Equity Fund position peaked at $100K in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.