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Liberty All-Star Equity Fund shares owned by Samalin Investment Counsel

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

Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel 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 Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-09-30 $397k 67k 5.92
2023-06-30 $412k 64k 6.47
2023-03-31 $326k 53k 6.20
2022-12-31 $179k 31k 5.70

More positions owned by Samalin Investment Counsel

Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Eafe Min Vl (EFAV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Samalin Investment Counsel

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