LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 98 filers reported holding LIBERTY ALL STAR EQUITY FD in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $71,000 | -1.4% | 12,339 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $72,000 | -2.7% | 12,339 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $74,000 | +2.8% | 12,339 | 0.0% | 0.01% | -11.1% |
| Q3 2014 | $72,000 | -36.3% | 12,339 | -34.1% | 0.01% | -35.7% |
| Q2 2014 | $113,000 | +6.6% | 18,729 | +4.2% | 0.01% | -6.7% |
| Q1 2014 | $106,000 | -50.5% | 17,979 | -50.0% | 0.02% | -6.2% |
| Q4 2013 | $214,000 | +120.6% | 35,958 | +100.0% | 0.02% | -5.9% |
| Q3 2013 | $97,000 | +4.3% | 17,979 | 0.0% | 0.02% | -5.6% |
| Q2 2013 | $93,000 | – | 17,979 | – | 0.02% | – |
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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% |