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Stifel Nicolaus & Co’s Liberty All-Star Equity Fund USA Stock Holding History

Stifel Nicolaus & Co’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 		– Sell
-16,288
Closed -$84.7K – 1536
2013
Q2 		$84.7K Buy
+16,288
New +$84.9K ﹤0.01% 1348

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

Stifel Nicolaus & Co's USA Position: Q3 2013 in Review

Stifel Nicolaus & Co sold out of Liberty All-Star Equity Fund (USA) in Q3 2013, closing a stake of 16,288 shares — an estimated $84.7K sold.

Stifel Nicolaus & Co first reported a position in USA in Q2 2013 and held it in 1 quarter. The position peaked at $84.7K in Q2 2013. 75 funds tracked by Wall St. Rank hold USA as of Q3 2013.

  • Stifel Nicolaus & Co reported no remaining Liberty All-Star Equity Fund position as of Q3 2013 after selling out during the quarter.
  • Stifel Nicolaus & Co sold 16,288 Liberty All-Star Equity Fund shares in Q3 2013, an estimated $84.7K.
  • Stifel Nicolaus & Co first reported a position in Liberty All-Star Equity Fund in Q2 2013 and held it in 1 quarter.
  • Stifel Nicolaus & Co's Liberty All-Star Equity Fund position peaked at $84.7K in Q2 2013.
  • 75 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.