LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 134 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $297,000 | -2.6% | 48,537 | -14.3% | 0.10% | +6.2% |
| Q4 2018 | $305,000 | -35.2% | 56,640 | -18.1% | 0.10% | -27.3% |
| Q3 2018 | $471,000 | +1.9% | 69,145 | -4.1% | 0.13% | -13.7% |
| Q2 2018 | $462,000 | +3.8% | 72,133 | -0.7% | 0.15% | -29.8% |
| Q1 2018 | $445,000 | -12.4% | 72,625 | -10.0% | 0.22% | -0.5% |
| Q4 2017 | $508,000 | – | 80,681 | – | 0.22% | – |
Download | ||||||
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% |