LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 134 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $78,000 | -43.5% | 14,407 | -29.2% | 0.03% | -36.2% |
| Q3 2018 | $138,000 | +70.4% | 20,335 | +60.2% | 0.05% | +74.1% |
| Q2 2018 | $81,000 | +3.8% | 12,691 | 0.0% | 0.03% | -3.6% |
| Q1 2018 | $78,000 | 0.0% | 12,691 | +2.7% | 0.03% | +3.7% |
| Q4 2017 | $78,000 | +5.4% | 12,353 | 0.0% | 0.03% | +3.8% |
| Q3 2017 | $74,000 | +8.8% | 12,353 | +2.3% | 0.03% | +4.0% |
| Q2 2017 | $68,000 | -71.1% | 12,073 | -73.5% | 0.02% | -74.0% |
| Q4 2016 | $235,000 | -0.4% | 45,500 | 0.0% | 0.10% | -31.9% |
| Q3 2016 | $236,000 | +3.5% | 45,500 | 0.0% | 0.14% | +9.3% |
| Q2 2016 | $228,000 | +59.4% | 45,500 | +58.5% | 0.13% | +44.9% |
| Q1 2016 | $143,000 | +7.5% | 28,700 | +15.3% | 0.09% | -8.2% |
| Q4 2015 | $133,000 | +5.6% | 24,900 | 0.0% | 0.10% | +4.3% |
| Q3 2015 | $126,000 | -11.9% | 24,900 | 0.0% | 0.09% | -17.0% |
| Q2 2015 | $143,000 | -1.4% | 24,900 | 0.0% | 0.11% | -1.8% |
| Q1 2015 | $145,000 | -2.7% | 24,900 | 0.0% | 0.11% | -2.6% |
| Q4 2014 | $149,000 | +2.8% | 24,900 | 0.0% | 0.12% | -3.3% |
| Q3 2014 | $145,000 | – | 24,900 | – | 0.12% | – |
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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% |