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Signator Financial Services’s Liberty All-Star Equity Fund USA Stock Holding History

Signator Financial Services’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
2013
Q3 		$10K Buy
1,827
+30
+2% +$165 0.01% 201
2013
Q2 		$9K Buy
+1,797
New +$9.37K 0.01% 205

Other funds holding USA

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Signator Financial Services's USA Position: Q3 2013 in Review

Signator Financial Services increased its Liberty All-Star Equity Fund (USA) stake by 1.7% in Q3 2013, buying an estimated $165 and bringing the position to 1,827 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #201.

Signator Financial Services first reported a position in USA in Q2 2013 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold USA as of Q3 2013.

  • Signator Financial Services held 1,827 shares of Liberty All-Star Equity Fund worth $10K as of Q3 2013.
  • Signator Financial Services bought 30 Liberty All-Star Equity Fund shares in Q3 2013, an estimated $165.
  • Liberty All-Star Equity Fund made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #201 holding.
  • Signator Financial Services first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.