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SageGuard Financial Group’s Liberty All-Star Equity Fund USA Stock Holding History

SageGuard Financial Group’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
Q3 		– Sell
-14,898
Closed -$135K – 119
2021
Q2 		$135K Buy
14,898
+656
+5% +$5.51K 0.06% 138
2021
Q1 		$108K Hold
14,242
– – 0.05% 130
2020
Q4 		$98K Buy
+14,242
New +$91.4K 0.05% 121

Other funds holding USA

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SageGuard Financial Group's USA Position: Q3 2021 in Review

SageGuard Financial Group sold out of Liberty All-Star Equity Fund (USA) in Q3 2021, closing a stake of 14,898 shares — an estimated $135K sold.

SageGuard Financial Group first reported a position in USA in Q4 2020 and held it in 3 quarters. The position peaked at $135K in Q2 2021. 154 funds tracked by Wall St. Rank hold USA as of Q3 2021.

  • SageGuard Financial Group reported no remaining Liberty All-Star Equity Fund position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 14,898 Liberty All-Star Equity Fund shares in Q3 2021, an estimated $135K.
  • SageGuard Financial Group first reported a position in Liberty All-Star Equity Fund in Q4 2020 and held it in 3 quarters.
  • SageGuard Financial Group's Liberty All-Star Equity Fund position peaked at $135K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.