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Verus Capital Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Verus Capital Partners’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 		$2K Buy
363
+18
+5% +$111 ﹤0.01% 1355
2019
Q4 		$2K Buy
+345
New +$2.25K ﹤0.01% 1442

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

Verus Capital Partners's USA Position: Q1 2020 in Review

Verus Capital Partners increased its Liberty All-Star Equity Fund (USA) stake by 5.2% in Q1 2020, buying an estimated $111 and bringing the position to 363 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Verus Capital Partners first reported a position in USA in Q4 2019 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold USA as of Q1 2020.

  • Verus Capital Partners held 363 shares of Liberty All-Star Equity Fund worth $2K as of Q1 2020.
  • Verus Capital Partners bought 18 Liberty All-Star Equity Fund shares in Q1 2020, an estimated $111.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1355 holding.
  • Verus Capital Partners first reported a position in Liberty All-Star Equity Fund in Q4 2019 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.