LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 79 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $57,000 | -84.9% | 10,087 | -86.2% | 0.00% | -77.8% |
| Q4 2016 | $377,000 | +75.3% | 73,022 | +75.6% | 0.01% | +80.0% |
| Q3 2016 | $215,000 | +108.7% | 41,585 | +103.3% | 0.01% | +150.0% |
| Q2 2016 | $103,000 | -35.6% | 20,450 | -36.3% | 0.00% | -60.0% |
| Q1 2016 | $160,000 | -34.2% | 32,093 | -29.4% | 0.01% | +25.0% |
| Q4 2015 | $243,000 | +311.9% | 45,468 | +288.5% | 0.00% | +300.0% |
| Q3 2015 | $59,000 | -37.2% | 11,703 | -27.4% | 0.00% | -50.0% |
| Q1 2015 | $94,000 | -13.0% | 16,123 | -10.5% | 0.00% | 0.0% |
| Q4 2014 | $108,000 | -12.9% | 18,020 | -12.7% | 0.00% | 0.0% |
| Q2 2014 | $124,000 | -67.7% | 20,642 | -68.4% | 0.00% | -60.0% |
| Q1 2014 | $384,000 | +157.7% | 65,255 | +161.1% | 0.01% | +150.0% |
| Q4 2013 | $149,000 | -56.8% | 24,989 | -60.9% | 0.00% | -50.0% |
| Q3 2013 | $345,000 | – | 63,843 | – | 0.00% | – |
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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% |