Pinnacle Wealth Planning Services, Inc. Liberty All Star Equity Fund Transaction History

Pinnacle Wealth Planning Services, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Mar 01, 2019	SELL	$4.95 - $6.83 $65,102 - $89,828	-13,152 Closed	0 $0
Q3 2018 Feb 28, 2019	SELL	$6.44 - $6.85 $93,998 - $99,982	-14,596 Reduced 52.6%	13,152 $90,000
Q2 2018 Feb 28, 2019	SELL	$6.01 - $6.64 $23,162 - $25,590	-3,854 Reduced 12.2%	27,748 $178,000
Q1 2018 Feb 28, 2019	BUY	$6.02 - $6.77 $154,978 - $174,286	25,744 Added 439.47%	31,602 $194,000
Q4 2017 Feb 12, 2018	BUY	$5.95 - $6.3 $34,855 - $36,905	5,858	5,858 $37,000

196

29.7M

Ticker USA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity ma...

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