ZIG
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Zuckerman Investment Group’s Liberty All-Star Equity Fund USA Stock Holding History

Zuckerman Investment Group’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
Q2 		– Sell
-103,182
Closed -$633K – 60
2018
Q1 		$633K Buy
103,182
+2,735
+3% +$17.4K 0.16% 40
2017
Q4 		$633K Hold
100,447
– – 0.16% 42
2017
Q3 		$606K Buy
100,447
+2,270
+2% +$13K 0.15% 38
2017
Q2 		$556K Hold
98,177
– – 0.15% 39
2017
Q1 		$536K Sell
98,177
-62,081
-39% -$336K 0.13% 42
2016
Q4 		$827K Hold
160,258
– – 0.2% 39
2016
Q3 		$830K Buy
160,258
+70,686
+79% +$364K 0.22% 32
2016
Q2 		$450K Buy
+89,572
New +$448K 0.12% 44

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1CP
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UBS Group
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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return