LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 136 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2018. 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 | 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% |