LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 120 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $390,000 | -25.1% | 68,911 | -27.8% | 0.00% | -20.0% |
| Q1 2017 | $521,000 | +38.6% | 95,423 | +35.6% | 0.01% | +66.7% |
| Q4 2015 | $376,000 | +3.9% | 70,371 | +13.4% | 0.00% | +50.0% |
| Q1 2015 | $362,000 | -67.3% | 62,056 | -66.4% | 0.00% | -60.0% |
| Q4 2014 | $1,106,000 | +22.3% | 184,955 | +19.3% | 0.01% | 0.0% |
| Q3 2014 | $904,000 | -3.2% | 155,006 | -0.3% | 0.01% | 0.0% |
| Q2 2014 | $934,000 | +3.8% | 155,418 | +1.7% | 0.01% | +25.0% |
| Q1 2014 | $900,000 | -60.9% | 152,824 | -60.4% | 0.00% | -60.0% |
| Q4 2013 | $2,302,000 | +91.0% | 385,562 | +73.1% | 0.01% | +100.0% |
| Q3 2013 | $1,205,000 | -52.8% | 222,750 | -54.6% | 0.01% | -58.3% |
| Q2 2013 | $2,551,000 | – | 490,665 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 924,730 | $4,476,000 | 2.49% |
| Titus Wealth Management | 127,580 | $617,000 | 0.58% |
| Jolley Asset Management, LLC | 156,585 | $758,000 | 0.58% |
| Penserra Capital Management LLC | 1,527,314 | $8,216,000 | 0.56% |
| Quad-Cities Investment Group, LLC | 87,384 | $423,000 | 0.54% |
| Shaker Financial Services, LLC | 162,297 | $786,000 | 0.53% |
| RB Capital Management, LLC | 115,108 | $526,000 | 0.34% |
| Regent Investment Management LLC | 135,000 | $653,000 | 0.27% |
| Karpus Management, Inc. | 1,394,732 | $6,751,000 | 0.26% |
| Stockman Wealth Management, Inc. | 98,629 | $477,000 | 0.21% |