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Stanley-Laman Group’s Liberty All-Star Equity Fund USA Stock Holding History

Stanley-Laman 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
2020
Q4 		– Sell
-33,650
Closed -$202K – 260
2020
Q3 		$202K Buy
+33,650
New +$201K 0.04% 219

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Stanley-Laman Group's USA Position: Q4 2020 in Review

Stanley-Laman Group sold out of Liberty All-Star Equity Fund (USA) in Q4 2020, closing a stake of 33,650 shares — an estimated $202K sold.

Stanley-Laman Group first reported a position in USA in Q3 2020 and held it in 1 quarter. The position peaked at $202K in Q3 2020. 142 funds tracked by Wall St. Rank hold USA as of Q4 2020.

  • Stanley-Laman Group reported no remaining Liberty All-Star Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Stanley-Laman Group sold 33,650 Liberty All-Star Equity Fund shares in Q4 2020, an estimated $202K.
  • Stanley-Laman Group first reported a position in Liberty All-Star Equity Fund in Q3 2020 and held it in 1 quarter.
  • Stanley-Laman Group's Liberty All-Star Equity Fund position peaked at $202K in Q3 2020.
  • 142 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2020.

Based on Stanley-Laman Group's 13F filing for Q4 2020, filed 9 Feb 2021.