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Liberty All-Star Equity Fund shares owned by Sunesis Advisors

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

Historical chart of Sunesis Advisors 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 Sunesis Advisors 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 Sunesis Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $338k 53k 6.38
2023-09-30 $313k 53k 5.92
2023-03-31 $328k 53k 6.20

More positions owned by Sunesis Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AvalonBay Communities (AVB)
Camden Ppty Tr Sh Ben Int (CPT)
Mid-America Apartment (MAA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Sunesis Advisors

Top funds holding Liberty All-Star Equity Fund

Royal Bank of Canada
Bensler
Penserra Capital Management
Janney Montgomery Scott
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Advisors Asset Management
Shaker Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors
UBS Group
Pnc Financial Services
Commonwealth Equity Services

View all funds holding Liberty All-Star Equity Fund