RDA Financial Network’s Liberty All-Star Equity Fund USA Stock Holding History

RDA Financial Network’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
2020 Q4	–	Sell	-11,052	Closed	-$66K	–	248
2020 Q3	$66K	Sell	11,052 -4,000	-27%	-$23.9K	0.03%	222
2020 Q2	$86K	Hold	15,052	–	–	0.04%	212
2020 Q1	$73K	Buy	15,052 +1,000	+7%	+$6.17K	0.04%	183
2019 Q4	$95K	Hold	14,052	–	–	0.04%	248
2019 Q3	$92K	Buy	14,052 +2,000	+17%	+$12.6K	0.04%	241
2019 Q2	$78K	Hold	12,052	–	–	0.04%	225
2019 Q1	$76K	Buy	+12,052	New	+$71.2K	0.04%	218

Other funds holding USA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

RDA Financial Network's USA Position: Q4 2020 in Review

RDA Financial Network sold out of Liberty All-Star Equity Fund (USA) in Q4 2020, closing a stake of 11,052 shares — an estimated $66K sold.

RDA Financial Network first reported a position in USA in Q1 2019 and held it in 7 quarters. The position peaked at $95K in Q4 2019. 142 funds tracked by Wall St. Rank hold USA as of Q4 2020.

RDA Financial Network reported no remaining Liberty All-Star Equity Fund position as of Q4 2020 after selling out during the quarter.
RDA Financial Network sold 11,052 Liberty All-Star Equity Fund shares in Q4 2020, an estimated $66K.
RDA Financial Network first reported a position in Liberty All-Star Equity Fund in Q1 2019 and held it in 7 quarters.
RDA Financial Network's Liberty All-Star Equity Fund position peaked at $95K in Q4 2019.
142 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2020.

Based on RDA Financial Network's 13F filing for Q4 2020, filed 5 Feb 2021.