Liberty All-Star Equity Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Liberty All-Star Equity Fund
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Quarterly reported holdings in Liberty All-Star Equity Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $349k | 54k | 6.50 |
| 2023-09-30 | $345k | 58k | 5.92 |
| 2023-06-30 | $322k | 50k | 6.47 |
| 2023-03-31 | $313k | 51k | 6.20 |
| 2022-12-31 | $431k | 76k | 5.70 |
| 2022-09-30 | $833k | 151k | 5.53 |
| 2022-06-30 | $1.0M | 160k | 6.28 |
| 2022-03-31 | $1.1M | 133k | 8.08 |
| 2021-12-31 | $800k | 96k | 8.38 |
| 2021-09-30 | $845k | 98k | 8.60 |
| 2021-06-30 | $779k | 86k | 9.04 |
| 2021-03-31 | $1.4M | 180k | 7.63 |
| 2020-12-31 | $1.1M | 156k | 6.90 |
| 2020-09-30 | $1.2M | 192k | 6.01 |
| 2020-06-30 | $1.3M | 223k | 5.72 |
| 2020-03-31 | $972k | 201k | 4.84 |
| 2019-12-31 | $1.6M | 239k | 6.77 |
| 2019-09-30 | $1.9M | 300k | 6.40 |
| 2019-06-30 | $1.9M | 303k | 6.42 |
| 2019-03-31 | $169k | 28k | 6.12 |