LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 122 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $139,000 | -24.9% | 28,715 | +4.9% | 0.00% | – |
| Q4 2019 | $185,000 | +5.7% | 27,368 | 0.0% | 0.00% | – |
| Q3 2019 | $175,000 | 0.0% | 27,368 | +0.5% | 0.00% | – |
| Q2 2019 | $175,000 | +8.0% | 27,225 | +2.7% | 0.00% | – |
| Q1 2019 | $162,000 | -2.4% | 26,510 | -14.4% | 0.00% | – |
| Q4 2018 | $166,000 | -11.2% | 30,985 | +12.7% | 0.00% | – |
| Q3 2018 | $187,000 | +6.2% | 27,485 | +0.1% | 0.00% | – |
| Q2 2018 | $176,000 | +22.2% | 27,466 | +16.6% | 0.00% | – |
| Q1 2018 | $144,000 | -2.7% | 23,551 | +0.2% | 0.00% | – |
| Q4 2017 | $148,000 | -11.4% | 23,507 | -15.0% | 0.00% | – |
| Q3 2017 | $167,000 | +6.4% | 27,668 | -0.0% | 0.00% | – |
| Q2 2017 | $157,000 | -24.9% | 27,669 | -27.8% | 0.00% | – |
| Q1 2017 | $209,000 | +1.5% | 38,325 | -3.7% | 0.00% | – |
| Q4 2016 | $206,000 | +44.1% | 39,805 | +43.9% | 0.00% | – |
| Q3 2016 | $143,000 | 0.0% | 27,668 | -2.7% | 0.00% | – |
| Q2 2016 | $143,000 | +3.6% | 28,432 | +2.8% | 0.00% | – |
| Q1 2016 | $138,000 | -6.8% | 27,669 | +0.0% | 0.00% | – |
| Q4 2015 | $148,000 | +5.0% | 27,668 | -0.0% | 0.00% | – |
| Q3 2015 | $141,000 | -13.0% | 27,669 | -2.0% | 0.00% | – |
| Q2 2015 | $162,000 | -3.0% | 28,237 | -1.1% | 0.00% | – |
| Q1 2015 | $167,000 | -4.6% | 28,537 | -2.5% | 0.00% | – |
| Q4 2014 | $175,000 | +10.1% | 29,267 | +7.4% | 0.00% | – |
| Q3 2014 | $159,000 | -51.5% | 27,238 | -50.0% | 0.00% | – |
| Q2 2014 | $328,000 | +105.0% | 54,476 | +99.7% | 0.00% | – |
| Q1 2014 | $160,000 | -1.8% | 27,277 | +0.1% | 0.00% | – |
| Q4 2013 | $163,000 | -44.6% | 27,253 | -50.0% | 0.00% | – |
| Q3 2013 | $294,000 | +107.0% | 54,508 | +100.1% | 0.00% | – |
| Q2 2013 | $142,000 | – | 27,238 | – | 0.00% | – |
Download | ||||||
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% |