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Sunbelt Securities’s Liberty All-Star Equity Fund USA Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-21,954
Closed -$149K – 639
2019
Q4 		$149K Buy
21,954
+7,565
+53% +$49.4K 0.02% 567
2019
Q3 		$92K Buy
+14,389
New +$90.9K 0.01% 553

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sunbelt Securities's USA Position: Q1 2020 in Review

Sunbelt Securities sold out of Liberty All-Star Equity Fund (USA) in Q1 2020, closing a stake of 21,954 shares — an estimated $149K sold.

Sunbelt Securities first reported a position in USA in Q3 2019 and held it in 2 quarters. The position peaked at $149K in Q4 2019. 142 funds tracked by Wall St. Rank hold USA as of Q1 2020.

  • Sunbelt Securities reported no remaining Liberty All-Star Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 21,954 Liberty All-Star Equity Fund shares in Q1 2020, an estimated $149K.
  • Sunbelt Securities first reported a position in Liberty All-Star Equity Fund in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's Liberty All-Star Equity Fund position peaked at $149K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.