LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 123 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $23,000 | +4.5% | 3,630 | +2.7% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +22.2% | 3,533 | +5.4% | 0.01% | +14.3% |
| Q4 2018 | $18,000 | -21.7% | 3,352 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $23,000 | +9.5% | 3,352 | +2.5% | 0.01% | +14.3% |
| Q2 2018 | $21,000 | +5.0% | 3,269 | +8.4% | 0.01% | -12.5% |
| Q1 2018 | $20,000 | +25.0% | 3,015 | +4.7% | 0.01% | +33.3% |
| Q1 2017 | $16,000 | +14.3% | 2,881 | +2.3% | 0.01% | 0.0% |
| Q4 2016 | $14,000 | 0.0% | 2,816 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | 0.0% | 2,816 | +2.3% | 0.01% | -14.3% |
| Q2 2016 | $14,000 | -99.5% | 2,753 | +19564.3% | 0.01% | +600.0% |
| Q1 2016 | $2,689,000 | +19107.1% | 14 | -99.5% | 0.00% | -83.3% |
| Q4 2015 | $14,000 | +7.7% | 2,556 | 0.0% | 0.01% | -40.0% |
| Q3 2015 | $13,000 | -7.1% | 2,556 | +2.6% | 0.01% | 0.0% |
| Q2 2015 | $14,000 | -99.9% | 2,491 | +2.4% | 0.01% | 0.0% |
| Q1 2015 | $14,209,000 | +101392.9% | 2,433 | +3.2% | 0.01% | 0.0% |
| Q4 2014 | $14,000 | 0.0% | 2,357 | 0.0% | 0.01% | -9.1% |
| Q3 2014 | $14,000 | -99.9% | 2,357 | +1.6% | 0.01% | 0.0% |
| Q2 2014 | $13,937,000 | +3.9% | 2,319 | +1.7% | 0.01% | 0.0% |
| Q1 2014 | $13,412,000 | – | 2,281 | – | 0.01% | – |
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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% |