LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 135 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $637,000 | +7.4% | 94,177 | +1.8% | 0.00% | 0.0% |
| Q3 2019 | $593,000 | +17.9% | 92,474 | +18.3% | 0.00% | 0.0% |
| Q2 2019 | $503,000 | +28.0% | 78,198 | +21.2% | 0.00% | +33.3% |
| Q1 2019 | $393,000 | +26.8% | 64,540 | +12.0% | 0.00% | 0.0% |
| Q4 2018 | $310,000 | -16.2% | 57,649 | +6.1% | 0.00% | 0.0% |
| Q3 2018 | $370,000 | +10.1% | 54,313 | -1.1% | 0.00% | 0.0% |
| Q2 2018 | $336,000 | 0.0% | 54,904 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $336,000 | +7.7% | 54,904 | +10.7% | 0.00% | 0.0% |
| Q4 2017 | $312,000 | +37.4% | 49,595 | +31.7% | 0.00% | +50.0% |
| Q3 2017 | $227,000 | +27.5% | 37,667 | +19.8% | 0.00% | 0.0% |
| Q2 2017 | $178,000 | +0.6% | 31,450 | -3.2% | 0.00% | 0.0% |
| Q1 2017 | $177,000 | -5.3% | 32,482 | -10.5% | 0.00% | -33.3% |
| Q4 2016 | $187,000 | -31.2% | 36,279 | -30.9% | 0.00% | -25.0% |
| Q3 2016 | $272,000 | +3.8% | 52,492 | +0.5% | 0.00% | 0.0% |
| Q2 2016 | $262,000 | -21.1% | 52,227 | -22.2% | 0.00% | -33.3% |
| Q1 2016 | $332,000 | +80.4% | 67,140 | +94.8% | 0.01% | +100.0% |
| Q4 2015 | $184,000 | +39.4% | 34,472 | +32.4% | 0.00% | 0.0% |
| Q3 2015 | $132,000 | -13.7% | 26,034 | -1.8% | 0.00% | 0.0% |
| Q2 2015 | $153,000 | -63.5% | 26,514 | -63.0% | 0.00% | -62.5% |
| Q1 2015 | $419,000 | +103.4% | 71,646 | +107.7% | 0.01% | +60.0% |
| Q4 2014 | $206,000 | +57.3% | 34,497 | +54.0% | 0.01% | +25.0% |
| Q3 2014 | $131,000 | +14.9% | 22,406 | +18.1% | 0.00% | +33.3% |
| Q2 2014 | $114,000 | +3.6% | 18,973 | +1.2% | 0.00% | 0.0% |
| Q1 2014 | $110,000 | +29.4% | 18,754 | +31.7% | 0.00% | 0.0% |
| Q4 2013 | $85,000 | -2.3% | 14,243 | -11.7% | 0.00% | 0.0% |
| Q3 2013 | $87,000 | +3.6% | 16,126 | -0.4% | 0.00% | 0.0% |
| Q2 2013 | $84,000 | – | 16,191 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
| 1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
| Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
| Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
| Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
| Titus Wealth Management | 98,701 | $672,000 | 0.58% |
| Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
| Matisse Capital | 86,613 | $590,000 | 0.53% |
| RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
| Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |