LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 133 filers reported holding LIBERTY ALL STAR EQUITY FD in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 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% |