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Liberty All-Star Equity Fund shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $96k 14k 7.15
2021-06-30 $85k 9.4k 9.03
2021-03-31 $71k 9.4k 7.59
2020-12-31 $99k 14k 6.89
2020-09-30 $86k 14k 5.99

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 20+ Year Tr Bd (TLTW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Emerald Investment Partners

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Penserra Capital Management
Royal Bank of Canada
Bensler
Ameriprise Financial
Advisor Group Holdings
Janney Montgomery Scott
Cornerstone Advisors
Guggenheim Capital, LLC Managers
Advisors Asset Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Liberty All-Star Equity Fund