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

SevenBridge 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
2019 Q3	–	Sell	-844	Closed	-$5K	–	542
2019 Q2	$5K	Hold	844	–	–	﹤0.01%	525
2019 Q1	$5K	Hold	844	–	–	﹤0.01%	495
2018 Q4	$5K	Hold	844	–	–	﹤0.01%	455
2018 Q3	$6K	Hold	844	–	–	﹤0.01%	474
2018 Q2	$5K	Hold	844	–	–	﹤0.01%	500
2018 Q1	$5K	Hold	844	–	–	﹤0.01%	510
2017 Q4	$5K	Buy	+844	New	+$5.18K	﹤0.01%	519
2017 Q3	–	Sell	-844	Closed	-$5K	–	662
2017 Q2	$5K	Hold	844	–	–	﹤0.01%	529
2017 Q1	$5K	Hold	844	–	–	﹤0.01%	513
2016 Q4	$4K	Buy	+844	New	+$4.28K	﹤0.01%	549
2016 Q3	–	Sell	-844	Closed	-$4K	–	679
2016 Q2	$4K	Buy	+844	New	+$4.22K	﹤0.01%	631

Other funds holding USA

UBS Group Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return