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 Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $7,000 | +16.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -62.5% | 1,000 | -61.5% | 0.00% | -50.0% |
| Q1 2018 | $16,000 | +60.0% | 2,597 | +67.2% | 0.00% | +100.0% |
| Q4 2017 | $10,000 | +11.1% | 1,553 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 1,553 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | +12.5% | 1,553 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 1,553 | +2.4% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 1,517 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 1,517 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | 0.0% | 1,517 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | 0.0% | 1,517 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | – | 1,517 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,395,970 | $8,934,000 | 4.06% |
| 1607 Capital Partners, LLC | 4,702,080 | $30,093,000 | 1.75% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,535,945 | $16,230,000 | 1.28% |
| Relative Value Partners Group, LLC | 1,590,714 | $10,181,000 | 1.12% |
| Edmonds Duncan Registered Investment Advisors, LLC | 354,376 | $2,268,000 | 0.99% |
| Arete Wealth Advisors, LLC | 460,896 | $2,950,000 | 0.70% |
| Matisse Capital | 138,730 | $888,000 | 0.70% |
| Titus Wealth Management | 92,339 | $591,000 | 0.63% |
| Advisory Alpha, LLC | 354,503 | $2,400,000 | 0.60% |
| Quad-Cities Investment Group, LLC | 66,387 | $425,000 | 0.40% |