RWA Wealth Partners
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RWA Wealth Partners’s Liberty All-Star Equity Fund USA Stock Holding History

RWA Wealth Partners’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
Q1 		– Sell
-14,553
Closed -$92K – 602
2017
Q4 		$92K Buy
+14,553
New +$89.3K 0.01% 230

Other funds holding USA

RCM
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RWA Wealth Partners's USA Position: Q1 2018 in Review

RWA Wealth Partners sold out of Liberty All-Star Equity Fund (USA) in Q1 2018, closing a stake of 14,553 shares — an estimated $92K sold.

RWA Wealth Partners first reported a position in USA in Q4 2017 and held it in 1 quarter. The position peaked at $92K in Q4 2017. 137 funds tracked by Wall St. Rank hold USA as of Q1 2018.

  • RWA Wealth Partners reported no remaining Liberty All-Star Equity Fund position as of Q1 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 14,553 Liberty All-Star Equity Fund shares in Q1 2018, an estimated $92K.
  • RWA Wealth Partners first reported a position in Liberty All-Star Equity Fund in Q4 2017 and held it in 1 quarter.
  • RWA Wealth Partners's Liberty All-Star Equity Fund position peaked at $92K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2018.

Based on RWA Wealth Partners's 13F filing for Q1 2018, filed 14 May 2018.