LIBERTY ALL STAR EQUITY FD's ticker is USA and the CUSIP is 530158104. A total of 123 filers reported holding LIBERTY ALL STAR EQUITY FD in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $816,000 | +157.4% | 106,386 | +91.7% | 0.26% | +79.6% |
| Q2 2020 | $317,000 | +268.6% | 55,502 | +295.6% | 0.14% | +305.7% |
| Q1 2019 | $86,000 | -85.6% | 14,030 | -87.4% | 0.04% | -88.1% |
| Q4 2018 | $598,000 | +629.3% | 111,198 | +731.1% | 0.29% | +713.9% |
| Q1 2018 | $82,000 | -42.3% | 13,380 | -40.6% | 0.04% | -36.8% |
| Q4 2017 | $142,000 | -87.3% | 22,539 | -88.6% | 0.06% | -89.4% |
| Q2 2017 | $1,117,000 | +3.4% | 197,389 | -0.2% | 0.54% | -36.5% |
| Q1 2017 | $1,080,000 | -28.2% | 197,760 | -32.2% | 0.85% | -33.5% |
| Q4 2016 | $1,505,000 | -25.7% | 291,672 | -25.4% | 1.28% | -25.4% |
| Q3 2016 | $2,025,000 | -4.8% | 390,925 | -7.5% | 1.71% | -5.2% |
| Q2 2016 | $2,126,000 | -4.7% | 422,636 | -5.8% | 1.81% | -8.1% |
| Q1 2016 | $2,231,000 | +145.2% | 448,858 | +163.9% | 1.97% | +173.6% |
| Q4 2015 | $910,000 | +26.6% | 170,081 | +20.2% | 0.72% | +34.6% |
| Q3 2015 | $719,000 | +64.2% | 141,536 | +85.8% | 0.53% | +82.9% |
| Q2 2015 | $438,000 | -60.3% | 76,190 | -59.6% | 0.29% | -58.8% |
| Q1 2015 | $1,102,000 | +112.7% | 188,764 | +117.8% | 0.71% | +96.4% |
| Q4 2014 | $518,000 | -47.6% | 86,655 | -48.9% | 0.36% | -46.8% |
| Q3 2014 | $988,000 | +17.8% | 169,462 | +21.5% | 0.68% | -7.0% |
| Q2 2014 | $839,000 | -9.1% | 139,525 | -11.1% | 0.73% | +20.3% |
| Q1 2014 | $923,000 | +208.7% | 156,890 | +183.9% | 0.61% | +231.7% |
| Q3 2013 | $299,000 | -48.8% | 55,269 | -50.8% | 0.18% | -46.8% |
| Q2 2013 | $584,000 | -57.0% | 112,345 | -57.2% | 0.34% | -53.8% |
| Q1 2013 | $1,358,000 | – | 262,576 | – | 0.74% | – |
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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% |