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

Other funds holding USA

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

1CP

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

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

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

Zuckerman Investment Group's USA Position: Q2 2018 in Review

Zuckerman Investment Group sold out of Liberty All-Star Equity Fund (USA) in Q2 2018, closing a stake of 103,182 shares — an estimated $633K sold.

Zuckerman Investment Group first reported a position in USA in Q2 2016 and held it in 8 quarters. The position peaked at $830K in Q3 2016. 131 funds tracked by Wall St. Rank hold USA as of Q2 2018.

Zuckerman Investment Group reported no remaining Liberty All-Star Equity Fund position as of Q2 2018 after selling out during the quarter.
Zuckerman Investment Group sold 103,182 Liberty All-Star Equity Fund shares in Q2 2018, an estimated $633K.
Zuckerman Investment Group first reported a position in Liberty All-Star Equity Fund in Q2 2016 and held it in 8 quarters.
Zuckerman Investment Group's Liberty All-Star Equity Fund position peaked at $830K in Q3 2016.
131 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2018.

Based on Zuckerman Investment Group's 13F filing for Q2 2018, filed 13 Aug 2018.