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Simplicity Solutions’s Liberty All-Star Equity Fund USA Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-51,738
Closed -$357K – 936
2020
Q4 		$357K Sell
51,738
-77,571
-60% -$498K 0.01% 752
2020
Q3 		$777K Sell
129,309
-8,248
-6% -$49.3K 0.01% 542
2020
Q2 		$787K Buy
137,557
+14,383
+12% +$77.7K 0.02% 530
2020
Q1 		$596K Buy
123,174
+46,463
+61% +$287K 0.02% 451
2019
Q4 		$519K Sell
76,711
-12,994
-14% -$84.9K 0.02% 532
2019
Q3 		$574K Buy
89,705
+43,580
+94% +$275K 0.02% 394
2019
Q2 		$296K Sell
46,125
-8,077
-15% -$50.4K 0.01% 498
2019
Q1 		$331K Buy
54,202
+29,550
+120% +$175K 0.02% 504
2018
Q4 		$132K Buy
+24,652
New +$146K 0.02% 581

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AAM
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Cohen & Steers
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BBPWM
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GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return