LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 133 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $633,000 | 0.0% | 103,182 | +2.7% | 0.16% | +1.9% |
| Q4 2017 | $633,000 | +4.5% | 100,447 | 0.0% | 0.16% | +6.7% |
| Q3 2017 | $606,000 | +9.0% | 100,447 | +2.3% | 0.15% | 0.0% |
| Q2 2017 | $556,000 | +3.7% | 98,177 | 0.0% | 0.15% | +14.6% |
| Q1 2017 | $536,000 | -35.2% | 98,177 | -38.7% | 0.13% | -36.0% |
| Q4 2016 | $827,000 | -0.4% | 160,258 | 0.0% | 0.20% | -7.7% |
| Q3 2016 | $830,000 | +84.4% | 160,258 | +78.9% | 0.22% | +83.3% |
| Q2 2016 | $450,000 | – | 89,572 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 896,864 | $6,190,000 | 2.13% |
| Shaker Financial Services, LLC | 316,586 | $2,184,000 | 0.91% |
| Titus Wealth Management | 210,710 | $1,454,000 | 0.89% |
| Bickling Financial Services, Inc. | 145,604 | $1,005,000 | 0.62% |
| Karpus Management, Inc. | 2,396,891 | $16,539,000 | 0.52% |
| Stolper Co | 99,188 | $684,000 | 0.38% |
| Regent Investment Management LLC | 198,000 | $1,366,000 | 0.38% |
| RB Capital Management, LLC | 113,105 | $781,000 | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 329,262 | $2,272,000 | 0.36% |
| Live Oak Private Wealth LLC | 159,010 | $1,097,000 | 0.31% |