LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 112 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $417,000 | 0.0% | 65,188 | 0.0% | 0.17% | +8.1% |
| Q2 2018 | $417,000 | +7.5% | 65,188 | -8.5% | 0.16% | -37.3% |
| Q2 2017 | $388,000 | 0.0% | 71,244 | 0.0% | 0.26% | +4.9% |
| Q1 2017 | $388,000 | +17.2% | 71,244 | +6.9% | 0.24% | -57.7% |
| Q1 2016 | $331,000 | +2.5% | 66,647 | +23.0% | 0.58% | +184.7% |
| Q4 2013 | $323,000 | +35.1% | 54,180 | +22.3% | 0.20% | +50.7% |
| Q3 2013 | $239,000 | – | 44,313 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890,869 | $5,100,000 | 2.37% |
| Shaker Financial Services, LLC | 479,495 | $2,743,000 | 1.52% |
| Titus Wealth Management | 138,702 | $793,000 | 0.62% |
| Quad-Cities Investment Group, LLC | 88,669 | $507,000 | 0.52% |
| Penserra Capital Management LLC | 1,592,818 | $9,110,000 | 0.47% |
| Karpus Management, Inc. | 2,022,426 | $11,568,000 | 0.44% |
| RB Capital Management, LLC | 117,302 | $671,000 | 0.36% |
| Regent Investment Management LLC | 181,500 | $1,038,000 | 0.34% |
| Live Oak Private Wealth LLC | 158,585 | $907,000 | 0.33% |
| Stockman Wealth Management, Inc. | 98,629 | $564,000 | 0.21% |