Wealthspire Advisors (Maryland)’s Liberty All-Star Equity Fund USA Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-1,000	Closed	-$7K	–	2571
2018 Q3	$7K	Hold	1,000	–	–	﹤0.01%	1684
2018 Q2	$6K	Sell	1,000 -1,597	-61%	-$10.2K	﹤0.01%	1741
2018 Q1	$16K	Buy	2,597 +1,044	+67%	+$6.63K	﹤0.01%	1380
2017 Q4	$10K	Hold	1,553	–	–	﹤0.01%	1595
2017 Q3	$9K	Hold	1,553	–	–	﹤0.01%	1620
2017 Q2	$9K	Hold	1,553	–	–	﹤0.01%	1587
2017 Q1	$8K	Buy	1,553 +36	+2%	+$195	﹤0.01%	1414
2016 Q4	$8K	Hold	1,517	–	–	﹤0.01%	1301
2016 Q3	$8K	Hold	1,517	–	–	﹤0.01%	1301
2016 Q2	$8K	Hold	1,517	–	–	﹤0.01%	1243
2016 Q1	$8K	Hold	1,517	–	–	﹤0.01%	1238
2015 Q4	$8K	Buy	+1,517	New	+$8.07K	﹤0.01%	1257

Other funds holding USA

1CP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

BBPWM

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

Wealthspire Advisors (Maryland)'s USA Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Liberty All-Star Equity Fund (USA) in Q4 2018, closing a stake of 1,000 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in USA in Q4 2015 and held it in 12 quarters. The position peaked at $16K in Q1 2018. 136 funds tracked by Wall St. Rank hold USA as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Liberty All-Star Equity Fund position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,000 Liberty All-Star Equity Fund shares in Q4 2018, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Liberty All-Star Equity Fund in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Liberty All-Star Equity Fund position peaked at $16K in Q1 2018.
136 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.