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

Stolper & 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
2021
Q1 		– Sell
-99,188
Closed -$684K – 93
2020
Q4 		$684K Sell
99,188
-604
-0.6% -$3.88K 0.38% 58
2020
Q3 		$600K Buy
+99,792
New +$596K 0.39% 55

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stolper & Co's USA Position: Q1 2021 in Review

Stolper & Co sold out of Liberty All-Star Equity Fund (USA) in Q1 2021, closing a stake of 99,188 shares — an estimated $684K sold.

Stolper & Co first reported a position in USA in Q3 2020 and held it in 2 quarters. The position peaked at $684K in Q4 2020. 139 funds tracked by Wall St. Rank hold USA as of Q1 2021.

  • Stolper & Co reported no remaining Liberty All-Star Equity Fund position as of Q1 2021 after selling out during the quarter.
  • Stolper & Co sold 99,188 Liberty All-Star Equity Fund shares in Q1 2021, an estimated $684K.
  • Stolper & Co first reported a position in Liberty All-Star Equity Fund in Q3 2020 and held it in 2 quarters.
  • Stolper & Co's Liberty All-Star Equity Fund position peaked at $684K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2021.

Based on Stolper & Co's 13F filing for Q1 2021, filed 9 Apr 2021.