LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 129 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $240,000 | +5.7% | 35,400 | 0.0% | 0.10% | +28.6% |
Q3 2019 | $227,000 | 0.0% | 35,400 | 0.0% | 0.08% | +22.2% |
Q2 2019 | $227,000 | +5.1% | 35,400 | 0.0% | 0.06% | -3.1% |
Q1 2019 | $216,000 | +5.4% | 35,400 | +17.4% | 0.06% | 0.0% |
Q3 2018 | $205,000 | +173.3% | 30,150 | +157.7% | 0.06% | +150.0% |
Q2 2018 | $75,000 | +4.2% | 11,700 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $72,000 | -82.1% | 11,700 | -82.5% | 0.03% | -80.2% |
Q3 2017 | $403,000 | – | 66,896 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
Titus Wealth Management | 98,701 | $672,000 | 0.58% |
Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
Matisse Capital | 86,613 | $590,000 | 0.53% |
RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |