LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 92 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $443,000 | +111.0% | 85,790 | +111.4% | 0.01% | +100.0% |
| Q3 2016 | $210,000 | +1515.4% | 40,590 | +1502.4% | 0.01% | – |
| Q2 2016 | $13,000 | -13.3% | 2,533 | -14.4% | 0.00% | -100.0% |
| Q1 2016 | $15,000 | +15.4% | 2,958 | +24.4% | 0.00% | 0.0% |
| Q4 2015 | $13,000 | +18.2% | 2,378 | +5.4% | 0.00% | 0.0% |
| Q3 2015 | $11,000 | -81.7% | 2,256 | -78.2% | 0.00% | -75.0% |
| Q2 2015 | $60,000 | -6.2% | 10,357 | -5.0% | 0.00% | 0.0% |
| Q1 2015 | $64,000 | +113.3% | 10,901 | +117.2% | 0.00% | +33.3% |
| Q4 2014 | $30,000 | +3.4% | 5,018 | +1.3% | 0.00% | 0.0% |
| Q3 2014 | $29,000 | +314.3% | 4,955 | +343.2% | 0.00% | +200.0% |
| Q2 2014 | $7,000 | -41.7% | 1,118 | -49.2% | 0.00% | 0.0% |
| Q1 2014 | $12,000 | – | 2,200 | – | 0.00% | – |
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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% |