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Liberty All-Star Equity Fund shares owned by Resources Investment Advisors

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

Historical chart of Resources Investment 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 Resources Investment 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 Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $134k 21k 6.34
2025-06-30 $142k 21k 6.81
2025-03-31 $126k 19k 6.55
2019-06-30 $6.0k 1.0k 6.00
2019-03-31 $6.0k 1.0k 6.00
2018-12-31 $5.0k 1.0k 5.00

More positions owned by Resources Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Resources Investment Advisors

Top funds holding Liberty All-Star Equity Fund

LPL Financial
Raymond James Financial
Morgan Stanley
Rivernorth Capital Management
Royal Bank of Canada
Ameriprise Financial
Janney Montgomery Scott
Shaker Financial Services
Cornerstone Advisors
Penserra Capital Management
Readystate Asset Management
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Polar Securities

View all funds holding Liberty All-Star Equity Fund