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Liberty All-Star Equity Fund
5.98
USD
+0.11
1.87%
At close
Updated
Oct 15, 4:00 PM EDT
Pre-market
After hours
5.94
-0.04
0.67%
1 day
1.87%
5 days
1.53%
1 month
2.22%
3 months
-0.17%
6 months
1.18%
Year to date
-4.78%
1 year
-5.23%
5 years
-30.06%
10 years
18.18%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 151 |
MAFM
151
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$122K | -16,000 | Closed |
|
| 152 |
KM
152
Kalos Management
Alpharetta,
Georgia
| – | -$107K | -13,450 | Closed |
|
| 153 |
VWM
153
Vigilare Wealth Management
Scottsdale,
Arizona
| – | -$78K | -10,200 | Closed |
|
| 154 |
SSC
154
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$62K | -8,178 | Closed |
|
| 155 |
155
Rockefeller Capital Management
New York
| – | -$42.7K | -5,090 | -100% |
|
| 156 |
156
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$4K | -486 | Closed |
|
| 157 |
WAP
157
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$1K | -128 | Closed |
|
| 158 |
158
BlackRock
New York
| – | +$8 | +1 | New |
|
| 159 |
PFA
159
Professional Financial Advisors
North Platte,
Nebraska
| – | +$8 | +1 | +11% |
|
| 160 |
160
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +2 | New |
|
| 161 |
NFSG
161
Newbridge Financial Services Group
Boca Raton,
Florida
| – | +$269 | +32 | New |
|