LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 136 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $10,000 | +11.1% | 1,500 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $9,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | +12.5% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 1,500 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $8,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | +14.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | -12.5% | 1,500 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $8,000 | 0.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $8,000 | -11.1% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $9,000 | 0.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $9,000 | – | 1,500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bulldog Investors, LLP | 6,449,921 | $38,764,000 | 8.19% |
| Gramercy Funds Management LLC | 2,086,488 | $12,540,000 | 4.63% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 846,071 | $5,085,000 | 3.07% |
| Shaker Financial Services, LLC | 801,249 | $4,816,000 | 2.93% |
| Relative Value Partners, LLC | 2,951,495 | $17,738,000 | 2.23% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 3,517,026 | $21,137,000 | 1.70% |
| Thomas J. Herzfeld Advisors, Inc. | 426,285 | $2,562,000 | 1.46% |
| Karpus Management, Inc. | 3,842,976 | $23,096,000 | 1.11% |
| Ancora Advisors LLC | 1,090,622 | $6,555,000 | 0.85% |
| DOLIVER ADVISORS, LP | 139,525 | $839,000 | 0.73% |