Liberty All-Star Equity Fund is a diversified, closed-end management investment fund. The Fund seeks total investment return comprising long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. It allocates its portfolio assets on an approximately equal basis among several independent investment management organizations having various investment styles recommended and monitored by its investment advisor. It invests at least 80% of its net assets in a diversified portfolio of equity securities. The Fund invests in various sectors, including financials, information technology, healthcare, consumer discretionary, consumer staples, industrials, energy, materials, real estate, utilities and telecommunication services. Its investment managers invest primarily for pension funds, endowments, foundations and other institutions. The Fund's investment advisor is ALPS Advisors, Inc.
Industry, Sector and Symbol:
- Sector: Finance
- Industry: Closed End Funds
- Sub-Industry: N/A
- Symbol: NYSE:USA
- CUSIP: N/A
- Web: N/A
Average Prices:- 50 Day Moving Avg: $5.58
- 200 Day Moving Avg: $5.43
- 52 Week Range: $4.76 - $5.67
P/E:- Trailing P/E Ratio: N/A
- Foreward P/E Ratio: 93.67
- P/E Growth: 0.00
Misc:- Average Volume: 640,947 shs.
- Beta: 1.21
Frequently Asked Questions for Liberty All-Star Equity Fund (NYSE:USA)
What is Liberty All-Star Equity Fund's stock symbol?
Liberty All-Star Equity Fund trades on the New York Stock Exchange (NYSE) under the ticker symbol "USA."
How often does Liberty All-Star Equity Fund pay dividends? What is the dividend yield for Liberty All-Star Equity Fund?
Liberty All-Star Equity Fund announced a quarterly dividend on Tuesday, April 18th. Shareholders of record on Friday, April 28th will be given a dividend of $0.13 per share on Monday, June 12th. This represents a $0.52 annualized dividend and a yield of 9.25%. The ex-dividend date of this dividend is Wednesday, April 26th. View Liberty All-Star Equity Fund's Dividend History.
Where is Liberty All-Star Equity Fund's stock going? Where will Liberty All-Star Equity Fund's stock price be in 2017?
7 brokers have issued 1-year target prices for Liberty All-Star Equity Fund's shares. Their predictions range from $4.51 to $70.00. On average, they expect Liberty All-Star Equity Fund's stock price to reach $37.90 in the next twelve months. View Analyst Ratings for Liberty All-Star Equity Fund.
Who are some of Liberty All-Star Equity Fund's key competitors?
Some companies that are related to Liberty All-Star Equity Fund include 3i Infrastructure PLC (3IN), Hercules Capital (HTGC), Triangle Capital Corporation (TCAP), Ithaca Energy (IAE), Foresight Solar Fund Ltd (FSFL), TICC Capital Corp. (TICC), KCAP Financial (KCAP), GLI Finance Ltd (GLIF), Andalas Energy and Power PLC (ADL), Alcentra Capital Corp. (ABDC), American Capital Senior Floating (ACSF), Andalas Energy and Power PLC (CEB), Apollo Investment Corporation (AINV), Ares Capital Corporation (ARCC), BlackRock Capital Investment Corporation (BKCC), BlackRock Enhanced Global Dividend Trust (BOE), BlackRock LT Municipal Advantage Trust (BTA) and Blackrock Taxable Municipal Bond Trust (BBN).
Who are Liberty All-Star Equity Fund's key executives?
Liberty All-Star Equity Fund's management team includes the folowing people:
- Richard W. Lowry, Independent Chairman of the Board of Trustees
- William R Parmentier Jr., President
- Mark T. Haley CFA, Senior Vice President
- Melanie H. Zimdars, Chief Compliance Officer
- Edmund J. Burke, Vice President, Trustee
- Kimberly R. Storms, Treasurer
- Alex J. Marks, Secretary
- John A. Benning, Independent Trustee
- Thomas W. Brock, Independent Trustee
- George R. Gaspari, Independent Trustee
Who owns Liberty All-Star Equity Fund stock?
Liberty All-Star Equity Fund's stock is owned by many different of retail and institutional investors. Top institutional investors include Lazard Asset Management LLC (3.45%), UBS Group AG (2.07%), Morgan Stanley (1.85%), Advisors Asset Management Inc. (0.00%), Saba Capital Management L.P. (0.00%) and Wells Fargo & Company MN (0.00%). View Institutional Ownership Trends for Liberty All-Star Equity Fund.
Who sold Liberty All-Star Equity Fund stock? Who is selling Liberty All-Star Equity Fund stock?
Liberty All-Star Equity Fund's stock was sold by a variety of institutional investors in the last quarter, including Clough Capital Partners L P, Laurion Capital Management LP, Geode Capital Management LLC, Wells Fargo & Company MN, Morgan Stanley, Mariner Investment Group LLC, Relative Value Partners Group LLC and Doliver Capital Advisors Inc.. View Insider Buying and Selling for Liberty All-Star Equity Fund.
Who bought Liberty All-Star Equity Fund stock? Who is buying Liberty All-Star Equity Fund stock?
Liberty All-Star Equity Fund's stock was bought by a variety of institutional investors in the last quarter, including UBS Group AG, Lazard Asset Management LLC, Vident Investment Advisory LLC, Advisors Asset Management Inc., SG Americas Securities LLC, Shaker Financial Services LLC, OTA Financial Group L.P. and Saba Capital Management L.P.. View Insider Buying and Selling for Liberty All-Star Equity Fund.
How do I buy Liberty All-Star Equity Fund stock?
Shares of Liberty All-Star Equity Fund can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is Liberty All-Star Equity Fund's stock price today?
One share of Liberty All-Star Equity Fund stock can currently be purchased for approximately $5.62.
MarketBeat Community Rating for Liberty All-Star Equity Fund (NYSE USA)MarketBeat's community ratings are surveys of what our community members think about Liberty All-Star Equity Fund and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.
Consensus Ratings for Liberty All-Star Equity Fund (NYSE:USA) (How are Consensus Ratings Calculated?) MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
| Ratings Breakdown: | 3 Hold Ratings, 4 Buy Ratings |
| Consensus Rating: | Buy (Score: 2.57) |
| Consensus Price Target: | $37.90 (574.41% upside) |
Analysts' Ratings History for Liberty All-Star Equity Fund (NYSE:USA)
Show:
| Date | Firm | Action | Rating | Price Target | Impact on Share Price | Details |
|---|
| 11/1/2016 | Morgan Stanley | Initiated Coverage | Overweight | $25.00 | N/A |  |
| 10/14/2016 | Credit Suisse Group | Upgrade | Neutral -> Outperform | | N/A | |
| 9/27/2016 | Loop Capital | Initiated Coverage | Hold | $64.00 | N/A | |
| 8/17/2016 | Canaccord Genuity | Initiated Coverage | Buy -> Neutral | | N/A | |
| 7/20/2016 | Goldman Sachs Group, Inc. (The) | Initiated Coverage | Buy | $70.00 | N/A | |
| 7/14/2016 | Jefferies Group LLC | Upgrade | Hold -> Buy | $26.00 | N/A | |
| 6/28/2016 | Raymond James Financial, Inc. | Upgrade | Underperform -> Market Perform | $4.51 | N/A | |
| 4/18/2016 | J P Morgan Chase & Co | Downgrade | Overweight -> Neutral | | N/A | |
| 4/11/2016 | Royal Bank Of Canada | Upgrade | Neutral -> Outperform | $3.91 -> $17.00 | N/A | |
| 3/24/2016 | Topeka Capital Markets | Initiated Coverage | Hold | | N/A | |
| 2/16/2016 | Clarkson Capital | Initiated Coverage | Neutral | $12.25 | N/A | |
| 12/15/2015 | Sanford C. Bernstein | Initiated Coverage | Outperform | $33.37 -> $48.00 | N/A | |
| 7/24/2015 | CIBC | Initiated Coverage | Outperform | $12.78 | N/A | |
(Data available from 6/27/2015 forward)
Earnings History for Liberty All-Star Equity Fund (NYSE:USA)
No earnings announcements for this company have been tracked by MarketBeat.com
Earnings Estimates for Liberty All-Star Equity Fund (NYSE:USA)Next Year EPS Consensus Estimate: $0.06 EPS
Current Dividend Information for Liberty All-Star Equity Fund (NYSE:USA)| Most Recent Dividend: | 6/12/2017 |
| Annual Dividend: | $0.13 |
| Dividend Yield: | 2.31% |
| Dividend Growth: | 14.10% (3 Year Average) |
| Payout Ratio: | 216.67% (Based on Next Year's Estimates)
|
Dividend History by Quarter for Liberty All-Star Equity Fund (NYSE USA)| Announced | Period | Amount | Yield | Ex-Dividend Date | Record Date | Payable Date |
|---|
| 4/18/2017 | quarterly | $0.13 | 9.51% | 4/26/2017 | 4/28/2017 | 6/12/2017 |
| 2/6/2017 | quarterly | $0.13 | 9.63% | 2/15/2017 | 2/17/2017 | 3/6/2017 |
| 10/18/2016 | quarterly | $0.12 | 9.47% | 10/26/2016 | 10/28/2016 | 1/3/2017 |
| 7/19/2016 | quarterly | $0.12 | 9.25% | 7/27/2016 | 7/29/2016 | 9/12/2016 |
| 4/19/2016 | quarterly | $0.12 | 9.38% | 4/27/2016 | 4/29/2016 | 6/13/2016 |
| 1/12/2016 | quarterly | $0.12 | 9.78% | 1/20/2016 | 1/22/2016 | 3/7/2016 |
| 10/20/2015 | quarterly | $0.13 | 9.65% | 10/28/2015 | 10/30/2015 | 1/4/2016 |
| 4/21/2015 | quarterly | $0.14 | 9.36% | 4/29/2015 | 5/1/2015 | 6/15/2015 |
| 1/13/2015 | quarterly | $0.10 | 6.88% | 1/21/2015 | 1/23/2015 | 3/9/2015 |
| 10/20/2014 | quarterly | $0.09 | 6.28% | 10/29/2014 | 10/31/2014 | 1/2/2015 |
| 7/21/2014 | quarterly | $0.10 | 6.6% | 7/30/2014 | 8/1/2014 | 9/15/2014 |
| 4/21/2014 | quarterly | $0.10 | 6.75% | 4/30/2014 | 5/2/2014 | 6/16/2014 |
| 1/13/2014 | quarterly | $0.10 | 6.84% | 1/22/2014 | 1/24/2014 | 3/10/2014 |
| 10/21/2013 | quarterly | $0.10 | | 10/30/2013 | 11/1/2013 | 1/2/2014 |
| 7/22/2013 | quarterly | $0.09 | | 7/31/2013 | 8/2/2013 | 9/16/2013 |
| 4/22/2013 | quarterly | $0.08 | 6.3% | 5/1/2013 | 5/3/2013 | 6/17/2013 |
| 1/14/2013 | quarterly | $0.08 | 6.56% | 1/23/2013 | 1/25/2013 | 3/11/2013 |
(Data available from 1/1/2013 forward)
Insider Trading and Institutional Ownership History for Liberty All-Star Equity Fund (NYSE:USA)Insider Ownership Percentage: 0.06%
Institutional Ownership Percentage: 31.27%
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE:USA)| Transaction Date | Insider Name | Title | Buy/Sell | Number of Shares | Average Share Price | Total Transaction | Details |
|---|
| 8/17/2016 | John A Benning | Insider | Sell | 10,000 | $5.18 | $51,800.00 | |
| 8/10/2016 | John A Benning | Insider | Sell | 5,000 | $5.16 | $25,800.00 | |
| 5/8/2015 | Richard Carl Rantzow | Insider | Buy | 3,000 | $5.89 | $17,670.00 | |
| 4/2/2015 | Richard Carl Rantzow | Insider | Sell | 3,665 | $5.80 | $21,257.00 | |
| 8/13/2014 | Dst Systems Inc | Insider | Sell | 409,999 | $5.78 | $2,369,794.22 | |
| 4/9/2013 | John A Benning | Insider | Sell | 12,000 | $5.13 | $61,560.00 | |
(Data available from 1/1/2013 forward)
Headline Trends for Liberty All-Star Equity Fund (NYSE:USA)
Latest Headlines for Liberty All-Star Equity Fund (NYSE:USA)
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Liberty All-Star Equity Fund (USA) Chart for Tuesday, June, 27, 2017
