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Liberty All-Star Equity Fund shares owned by InterOcean Capital Group

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

Historical chart of InterOcean Capital Group 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 InterOcean Capital Group 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 InterOcean Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $84k 12k 7.15

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Spdr S&p 500 Etf Trust Etf (SPY)
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Alphabet Inc Cap Stk Cl C Stock (GOOG)
Health Care Select Sector Spdr Fund Etf (XLV)
Jpmorgan Chase & Co Stock (JPM)
Walmart Stock (WMT)
Nvidia Corporation Stock (NVDA)
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Caterpillar Stock (CAT)
Exxon Mobil Corp Stock (XOM)
Mastercard Incorporated Cl A Stock (MA)

View all positions for InterOcean Capital Group

Top funds holding Liberty All-Star Equity Fund

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

View all funds holding Liberty All-Star Equity Fund