SIM
USA icon

Sonora Investment Management’s Liberty All-Star Equity Fund USA Stock Holding History

Sonora Investment 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
2019
Q1 		– Sell
-8,343
Closed -$45K – 1533
2018
Q4 		$45K Hold
8,343
– – 0.01% 424
2018
Q3 		$57K Hold
8,343
– – 0.01% 376
2018
Q2 		$53K Buy
+8,343
New +$53.1K 0.01% 383

Other funds holding USA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VIA
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 $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sonora Investment Management's USA Position: Q1 2019 in Review

Sonora Investment Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2019, closing a stake of 8,343 shares — an estimated $45K sold.

Sonora Investment Management first reported a position in USA in Q2 2018 and held it in 3 quarters. The position peaked at $57K in Q3 2018. 137 funds tracked by Wall St. Rank hold USA as of Q1 2019.

  • Sonora Investment Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Sonora Investment Management sold 8,343 Liberty All-Star Equity Fund shares in Q1 2019, an estimated $45K.
  • Sonora Investment Management first reported a position in Liberty All-Star Equity Fund in Q2 2018 and held it in 3 quarters.
  • Sonora Investment Management's Liberty All-Star Equity Fund position peaked at $57K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2019.

Based on Sonora Investment Management's 13F filing for Q1 2019, filed 9 Apr 2019.