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Liberty All-Star Equity Fund shares owned by First United Bank & Trust

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by First United Bank & Trust from 13F filings

Historical chart of First United Bank & Trust 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 First United Bank & Trust 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 First United Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5k 627 7.15
2023-12-31 $3.9k 613 6.38

More positions owned by First United Bank & Trust

Invesco QQQ Unit Series 1 Unit Ser 1 (QQQ)
Vanguard Value ETF Value Etf (VTV)
Apple (AAPL)
Vanguard Index FDS S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard Growth ETF Growth Etf (VUG)
Microsoft Corporation (MSFT)
iShares Select Dividend ETF Select Divid Etf (DVY)
Flexshares Stoxx US ESG Impact Index Stox Us Esg Slct (ESG)
Invesco S&P 500 Garp ETF S&p 500 Garp Etf (SPGP)
Vanguard Index FDS McAp GR Idxvip Mcap Gr Idxvip (VOT)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Erie Indty Co CL A Cl A (ERIE)
Lowe's Companies (LOW)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for First United Bank & Trust

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