Center For Financial Planning, Inc. Liberty All Star Equity Fund Transaction History

Center For Financial Planning, Inc.

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$5.75 - $6.29 $28,980 - $31,701	-5,040 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$3.7 - $7.13 $18,648 - $35,935	5,040 New	5,040 $24,000

200

30M

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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