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Personal Capital Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Personal Capital Advisors’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
2022
Q2 		– Sell
-10,862
Closed -$88K – 494
2022
Q1 		$88K Sell
10,862
-59
-0.5% -$454 ﹤0.01% 483
2021
Q4 		$92K Hold
10,921
– – ﹤0.01% 536
2021
Q3 		$94K Buy
+10,921
New +$95.2K ﹤0.01% 487

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Personal Capital Advisors's USA Position: Q2 2022 in Review

Personal Capital Advisors sold out of Liberty All-Star Equity Fund (USA) in Q2 2022, closing a stake of 10,862 shares — an estimated $88K sold.

Personal Capital Advisors first reported a position in USA in Q3 2021 and held it in 3 quarters. The position peaked at $94K in Q3 2021. 165 funds tracked by Wall St. Rank hold USA as of Q2 2022.

  • Personal Capital Advisors reported no remaining Liberty All-Star Equity Fund position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 10,862 Liberty All-Star Equity Fund shares in Q2 2022, an estimated $88K.
  • Personal Capital Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2021 and held it in 3 quarters.
  • Personal Capital Advisors's Liberty All-Star Equity Fund position peaked at $94K in Q3 2021.
  • 165 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.