Blue Bell Private Wealth Management buys $516,194 stake in Liberty All-Star Growth Fund (ASG)

Liberty All-Star Growth Fund (ASG) : Blue Bell Private Wealth Management scooped up 32,509 additional shares in Liberty All-Star Growth Fund during the most recent quarter end , the firm said in a disclosure report filed with the SEC on Oct 14, 2016. The investment management firm now holds a total of 124,384 shares of Liberty All-Star Growth Fund which is valued at $516,194.Liberty All-Star Growth Fund makes up approximately 0.31% of Blue Bell Private Wealth Management’s portfolio.

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Liberty All-Star Growth Fund Inc. is a diversified closed-end management investment company. The Fund seeks long-term capital appreciation. The Fund may lend its portfolio securities only to borrowers that are approved by the Fund’s securities lending agent State Street Bank & Trust Co. (SSB). The Fund will limit such lending to not more than 20% of the value of its total assets. The Fund’s portfolio includes various sectors such as information technology consumer discretionary industrials financials healthcare consumer staples energy materials and telecommunication services. The Fund has three investment managers which include Weatherbie Capital LLC TCW Investment Management Company and Sustainable Growth Advisers LP. The Fund’s investment managers invest primarily for pension funds endowments foundations and other institutions. ALPS Advisors Inc. (AAI) is the investment advisor of the Fund.

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