LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 92 filers reported holding LIBERTY ALL STAR EQUITY FD in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $87,000 | +2.4% | 14,277 | +5.5% | 0.03% | -7.1% |
| Q4 2017 | $85,000 | +3.7% | 13,537 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $82,000 | +7.9% | 13,537 | +0.7% | 0.03% | +16.7% |
| Q2 2017 | $76,000 | +5.6% | 13,442 | +2.0% | 0.02% | -7.7% |
| Q1 2017 | $72,000 | +12.5% | 13,182 | +5.9% | 0.03% | +13.0% |
| Q4 2016 | $64,000 | +3.2% | 12,452 | +4.8% | 0.02% | +4.5% |
| Q3 2016 | $62,000 | +6.9% | 11,887 | +2.3% | 0.02% | +4.8% |
| Q2 2016 | $58,000 | +3.6% | 11,624 | +10.6% | 0.02% | +10.5% |
| Q4 2015 | $56,000 | -3.4% | 10,508 | -8.5% | 0.02% | -20.8% |
| Q3 2015 | $58,000 | -10.8% | 11,482 | +0.9% | 0.02% | 0.0% |
| Q2 2015 | $65,000 | +3.2% | 11,379 | +8.0% | 0.02% | 0.0% |
| Q4 2014 | $63,000 | +6.8% | 10,532 | +3.3% | 0.02% | +9.1% |
| Q3 2014 | $59,000 | – | 10,197 | – | 0.02% | – |
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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% |