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Regal Investment Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Regal Investment 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
2021
Q1 		– Sell
-10,022
Closed -$69K – 401
2020
Q4 		$69K Buy
+10,022
New +$64.3K 0.01% 462
2015
Q4 		– Sell
-5,348
Closed -$27K – 845
2015
Q3 		$27K Buy
5,348
+74
+1% +$407 0.01% 513
2015
Q2 		$30K Buy
5,274
+66
+1% +$389 0.01% 501
2015
Q1 		$30K Buy
5,208
+88
+2% +$512 0.01% 504
2014
Q4 		$31K Hold
5,120
– – 0.01% 467
2014
Q3 		$30K Buy
5,120
+44
+0.9% +$261 0.01% 490
2014
Q2 		$31K Buy
5,076
+44
+0.9% +$258 0.01% 473
2014
Q1 		$30K Buy
5,032
+1,018
+25% +$5.94K 0.01% 436
2013
Q4 		$24K Sell
4,014
-2
-0% -$11 0.01% 420
2013
Q3 		$22K Buy
4,016
+66
+2% +$363 0.01% 460
2013
Q2 		$21K Buy
+3,950
New +$20.6K 0.01% 454

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Regal Investment Advisors's USA Position: Q1 2021 in Review

Regal Investment Advisors sold out of Liberty All-Star Equity Fund (USA) in Q1 2021, closing a stake of 10,022 shares — an estimated $69K sold.

Regal Investment Advisors first reported a position in USA in Q2 2013 and held it in 11 quarters. The position peaked at $69K in Q4 2020. 139 funds tracked by Wall St. Rank hold USA as of Q1 2021.

  • Regal Investment Advisors reported no remaining Liberty All-Star Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 10,022 Liberty All-Star Equity Fund shares in Q1 2021, an estimated $69K.
  • Regal Investment Advisors first reported a position in Liberty All-Star Equity Fund in Q2 2013 and held it in 11 quarters.
  • Regal Investment Advisors's Liberty All-Star Equity Fund position peaked at $69K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.