Wealthspire Advisors (Maryland)’s Liberty All-Star Growth Fund ASG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ASG Stock Details ASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Hold	0	–	–	–	2052
2018 Q3	–	Hold	0	–	–	–	2125
2018 Q2	–	Hold	0	–	–	–	2119
2018 Q1	–	Hold	0	–	–	–	2130
2017 Q3	–	Hold	0	–	–	–	1954

Other funds holding ASG

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return