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	–	676
2016 Q2	$4K	Buy	+844	New	+$4.22K	﹤0.01%	631

Other funds holding USA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

VIA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SevenBridge Financial Group's USA Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Liberty All-Star Equity Fund (USA) in Q3 2019, closing a stake of 844 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in USA in Q2 2016 and held it in 11 quarters. The position peaked at $6K in Q3 2018. 121 funds tracked by Wall St. Rank hold USA as of Q3 2019.

SevenBridge Financial Group reported no remaining Liberty All-Star Equity Fund position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 844 Liberty All-Star Equity Fund shares in Q3 2019, an estimated $5K.
SevenBridge Financial Group first reported a position in Liberty All-Star Equity Fund in Q2 2016 and held it in 11 quarters.
SevenBridge Financial Group's Liberty All-Star Equity Fund position peaked at $6K in Q3 2018.
121 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.