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Wintrust Investments’s Liberty All-Star Equity Fund USA Stock Holding History

Wintrust Investments’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
2017
Q1 		– Sell
-11,308
Closed -$58K – 310
2016
Q4 		$58K Sell
11,308
-5,349
-32% -$27.1K 0.02% 216
2016
Q3 		$86K Buy
16,657
+5,839
+54% +$30.1K 0.04% 192
2016
Q2 		$4K Buy
+10,818
New +$54.1K 0.01% 174

Other funds holding USA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wintrust Investments's USA Position: Q1 2017 in Review

Wintrust Investments sold out of Liberty All-Star Equity Fund (USA) in Q1 2017, closing a stake of 11,308 shares — an estimated $58K sold.

Wintrust Investments first reported a position in USA in Q2 2016 and held it in 3 quarters. The position peaked at $86K in Q3 2016. 123 funds tracked by Wall St. Rank hold USA as of Q1 2017.

  • Wintrust Investments reported no remaining Liberty All-Star Equity Fund position as of Q1 2017 after selling out during the quarter.
  • Wintrust Investments sold 11,308 Liberty All-Star Equity Fund shares in Q1 2017, an estimated $58K.
  • Wintrust Investments first reported a position in Liberty All-Star Equity Fund in Q2 2016 and held it in 3 quarters.
  • Wintrust Investments's Liberty All-Star Equity Fund position peaked at $86K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2017.

Based on Wintrust Investments's 13F filing for Q1 2017, filed 10 May 2017.