Segall Bryant & Hamill’s Liberty All-Star Equity Fund USA Stock Holding History

Segall Bryant & Hamill’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
2019 Q4	–	Sell	-11,381	Closed	-$73K	–	860
2019 Q3	$73K	Hold	11,381	–	–	﹤0.01%	808
2019 Q2	$73K	Hold	11,381	–	–	﹤0.01%	801
2019 Q1	$70K	Sell	11,381 -5,183	-31%	-$30.6K	﹤0.01%	810
2018 Q4	$89K	Buy	16,564 +5,183	+46%	+$30.8K	﹤0.01%	804
2018 Q3	$78K	Hold	11,381	–	–	﹤0.01%	834
2018 Q2	$73K	Buy	+11,381	New	+$72.4K	﹤0.01%	844

Other funds holding USA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return