LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 135 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2019. 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% | – |
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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% |