United Capital Financial Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-10,614	Closed	-$68K	–	1430
2019 Q3	$68K	Buy	+10,614	New	+$67K	﹤0.01%	1259
2019 Q2	–	Sell	-13,312	Closed	-$81K	–	1495
2019 Q1	$81K	Buy	13,312 +2,793	+27%	+$16.5K	﹤0.01%	1319
2018 Q4	$57K	Hold	10,519	–	–	﹤0.01%	1255
2018 Q3	$72K	Sell	10,519 -900	-8%	-$5.98K	﹤0.01%	1305
2018 Q2	$73K	Sell	11,419 -33	-0.3%	-$210	﹤0.01%	1279
2018 Q1	$70K	Sell	11,452 -1,988	-15%	-$12.6K	﹤0.01%	1279
2017 Q4	$85K	Buy	13,440 +121	+0.9%	+$742	﹤0.01%	1280
2017 Q3	$80K	Buy	13,319 +287	+2%	+$1.65K	﹤0.01%	1280
2017 Q2	$74K	Buy	13,032 +2,489	+24%	+$13.8K	﹤0.01%	1252
2017 Q1	$58K	Buy	+10,543	New	+$57.1K	﹤0.01%	1225
2016 Q1	–	Sell	-10,020	Closed	-$54K	–	1279
2015 Q4	$54K	Buy	+10,020	New	+$53.3K	﹤0.01%	1191

Other funds holding USA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

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

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

United Capital Financial Advisors's USA Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Liberty All-Star Equity Fund (USA) in Q4 2019, closing a stake of 10,614 shares — an estimated $68K sold.

United Capital Financial Advisors first reported a position in USA in Q4 2015 and held it in 11 quarters. The position peaked at $85K in Q4 2017. 131 funds tracked by Wall St. Rank hold USA as of Q4 2019.

United Capital Financial Advisors reported no remaining Liberty All-Star Equity Fund position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 10,614 Liberty All-Star Equity Fund shares in Q4 2019, an estimated $68K.
United Capital Financial Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2015 and held it in 11 quarters.
United Capital Financial Advisors's Liberty All-Star Equity Fund position peaked at $85K in Q4 2017.
131 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.