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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $245,000 | +5.2% | 38,200 | 0.0% | 0.20% | 0.0% |
| Q1 2019 | $233,000 | +13.1% | 38,200 | 0.0% | 0.20% | -1.5% |
| Q4 2018 | $206,000 | -20.8% | 38,200 | 0.0% | 0.20% | -5.1% |
| Q3 2018 | $260,000 | +6.6% | 38,200 | 0.0% | 0.22% | +0.9% |
| Q2 2018 | $244,000 | +4.3% | 38,200 | 0.0% | 0.21% | -1.8% |
| Q1 2018 | $234,000 | +16.4% | 38,200 | +19.7% | 0.22% | +10.7% |
| Q4 2017 | $201,000 | – | 31,900 | – | 0.20% | – |
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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% |