LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 112 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $157,000 | +36.5% | 27,652 | +31.4% | 0.06% | +67.6% |
| Q1 2017 | $115,000 | -24.3% | 21,039 | -28.7% | 0.04% | -9.8% |
| Q4 2016 | $152,000 | +19.7% | 29,516 | +20.8% | 0.04% | +36.7% |
| Q3 2016 | $127,000 | -55.0% | 24,432 | -56.5% | 0.03% | -42.3% |
| Q2 2016 | $282,000 | +67.9% | 56,118 | +65.8% | 0.05% | +116.7% |
| Q1 2016 | $168,000 | -83.0% | 33,846 | -79.4% | 0.02% | -69.2% |
| Q2 2014 | $987,000 | +36.9% | 164,191 | +33.9% | 0.08% | +62.5% |
| Q1 2014 | $721,000 | -51.1% | 122,663 | -55.0% | 0.05% | -28.4% |
| Q3 2013 | $1,473,000 | – | 272,322 | – | 0.07% | – |
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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% |