LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 94 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $2,868,000 | -40.8% | 421,142 | -44.3% | 0.00% | -40.0% |
Q2 2018 | $4,843,000 | -13.8% | 756,744 | -17.5% | 0.01% | -16.7% |
Q1 2018 | $5,620,000 | +3.6% | 916,815 | +6.5% | 0.01% | +20.0% |
Q4 2017 | $5,424,000 | +10.7% | 860,889 | +6.0% | 0.01% | 0.0% |
Q3 2017 | $4,899,000 | +27.8% | 812,409 | +20.0% | 0.01% | 0.0% |
Q2 2017 | $3,832,000 | -5.5% | 676,959 | -17.1% | 0.01% | -28.6% |
Q1 2016 | $4,057,000 | +71.5% | 816,335 | +84.6% | 0.01% | +75.0% |
Q4 2015 | $2,366,000 | +3.9% | 442,304 | -1.3% | 0.00% | 0.0% |
Q3 2015 | $2,277,000 | +24.2% | 448,261 | +40.5% | 0.00% | 0.0% |
Q2 2015 | $1,834,000 | +106.1% | 318,969 | +109.2% | 0.00% | +100.0% |
Q1 2015 | $890,000 | +19.1% | 152,482 | +22.1% | 0.00% | 0.0% |
Q4 2014 | $747,000 | +7.9% | 124,849 | +5.2% | 0.00% | 0.0% |
Q3 2014 | $692,000 | – | 118,699 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,346,329 | $9,169,000 | 3.93% |
1607 Capital Partners, LLC | 4,172,380 | $28,414,000 | 1.64% |
Relative Value Partners Group, LLC | 1,574,995 | $10,726,000 | 1.19% |
Edmonds Duncan Registered Investment Advisors, LLC | 359,354 | $2,447,000 | 1.00% |
Arete Wealth Advisors, LLC | 481,442 | $3,279,000 | 0.73% |
Titus Wealth Management | 98,701 | $672,000 | 0.58% |
Advisory Alpha, LLC | 345,351 | $2,086,000 | 0.53% |
Matisse Capital | 86,613 | $590,000 | 0.53% |
RB Capital Management, LLC | 72,046 | $491,000 | 0.44% |
Quad-Cities Investment Group, LLC | 68,004 | $464,000 | 0.41% |