LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 97 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $360,000 | -59.0% | 66,000 | -61.3% | 0.21% | -55.2% |
| Q4 2016 | $879,000 | -20.2% | 170,363 | -19.9% | 0.47% | -17.1% |
| Q3 2016 | $1,102,000 | -53.5% | 212,722 | -54.9% | 0.57% | -29.0% |
| Q2 2016 | $2,368,000 | -9.8% | 471,748 | -10.6% | 0.80% | +10.5% |
| Q1 2016 | $2,624,000 | -8.4% | 527,959 | -1.4% | 0.72% | +13.8% |
| Q4 2015 | $2,864,000 | -34.7% | 535,244 | -38.0% | 0.64% | -28.1% |
| Q3 2015 | $4,387,000 | -31.6% | 863,638 | -22.6% | 0.88% | -46.1% |
| Q2 2015 | $6,417,000 | +786.3% | 1,115,943 | +800.7% | 1.64% | +745.9% |
| Q1 2015 | $724,000 | – | 123,900 | – | 0.19% | – |
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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% |