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Signet Financial Management’s Liberty All-Star Equity Fund USA Stock Holding History

Signet Financial Management’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
2018
Q3 		– Sell
-9
Closed – – 1051
2018
Q2 		$0 Hold
9
– – ﹤0.01% 1112
2018
Q1 		$0 Buy
+9
New +$57 ﹤0.01% 929

Other funds holding USA

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Vident Investment Advisory
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 $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Signet Financial Management's USA Position: Q3 2018 in Review

Signet Financial Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2018, closing a stake of 9 shares.

Signet Financial Management first reported a position in USA in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 125 funds tracked by Wall St. Rank hold USA as of Q3 2018.

  • Signet Financial Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Signet Financial Management sold 9 Liberty All-Star Equity Fund shares in Q3 2018.
  • Signet Financial Management first reported a position in Liberty All-Star Equity Fund in Q1 2018 and held it in 2 quarters.
  • Signet Financial Management's Liberty All-Star Equity Fund position peaked at $0 in Q2 2018.
  • 125 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2018.

Based on Signet Financial Management's 13F filing for Q3 2018, filed 14 Nov 2018.