Liberty All-Star Equity Fund Company Profile (NYSE:USA)

About Liberty All-Star Equity Fund (NYSE:USA)

Liberty All-Star Equity Fund logoLiberty 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: $5.95
  • 200 Day Moving Avg: $5.70
  • 52 Week Range: $4.76 - $6.20
P/E:
  • Trailing P/E Ratio: N/A
  • P/E Growth: 0.00
Dividend:
  • Annual Dividend: $0.13
  • Dividend Yield: 2.1%
Misc:
  • Average Volume: 812,537 shs.
  • Beta: 1.23
 

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, July 18th. Stockholders of record on Friday, July 28th will be given a dividend of $0.13 per share on Monday, September 11th. This represents a $0.52 annualized dividend and a dividend yield of 8.41%. The ex-dividend date is Wednesday, July 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?

1 analysts have issued 1 year price objectives for Liberty All-Star Equity Fund's shares. Their predictions range from $25.00 to $25.00. On average, they anticipate Liberty All-Star Equity Fund's share price to reach $25.00 in the next year. View Analyst Ratings for Liberty All-Star Equity Fund.

Who are some of Liberty All-Star Equity Fund's key competitors?

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 a variety of of institutional and retail investors. Top institutional investors include Deschutes Portfolio Strategy LLC (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 Deschutes Portfolio Strategy LLC. 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 $6.18.


MarketBeat Community Rating for Liberty All-Star Equity Fund (NYSE USA)
Community Ranking:  2.4 out of 5 (star star)
Outperform Votes:  125 (Vote Outperform)
Underperform Votes:  131 (Vote Underperform)
Total Votes:  256
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.

Analyst Ratings

Consensus Ratings for Liberty All-Star Equity Fund (NYSE:USA) (How are Consensus Ratings Calculated?)
Ratings Breakdown: 1 Buy Rating
Consensus Rating:Buy (Score: 3.00)
Consensus Price Target: $25.00 (304.53% upside)
Consensus Price Target History for Liberty All-Star Equity Fund (NYSE:USA)
Price Target History for Liberty All-Star Equity Fund (NYSE:USA)
Analysts' Ratings History for Liberty All-Star Equity Fund (NYSE:USA)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
11/1/2016Morgan StanleyInitiated CoverageOverweight$25.00N/AView Rating Details
10/14/2016Credit Suisse GroupUpgradeNeutral -> OutperformN/AView Rating Details
9/27/2016Loop CapitalInitiated CoverageHold$64.00N/AView Rating Details
8/17/2016Canaccord GenuityInitiated CoverageBuy -> NeutralN/AView Rating Details
7/20/2016Goldman Sachs Group IncInitiated CoverageBuy$70.00N/AView Rating Details
7/14/2016Jefferies Group LLCUpgradeHold -> Buy$26.00N/AView Rating Details
6/28/2016Raymond James Financial, Inc.UpgradeUnderperform -> Market Perform$4.51N/AView Rating Details
4/18/2016J P Morgan Chase & CoDowngradeOverweight -> NeutralN/AView Rating Details
4/11/2016Royal Bank Of CanadaUpgradeNeutral -> Outperform$3.91 -> $17.00N/AView Rating Details
3/24/2016Topeka Capital MarketsInitiated CoverageHoldN/AView Rating Details
2/16/2016Clarkson CapitalInitiated CoverageNeutral$12.25N/AView Rating Details
12/15/2015Sanford C. BernsteinInitiated CoverageOutperform$33.37 -> $48.00N/AView Rating Details
(Data available from 10/21/2015 forward)

Earnings

Earnings History for Liberty All-Star Equity Fund (NYSE:USA)
No earnings announcements for this company have been tracked by MarketBeat.com

Estimates

Earnings Estimates for Liberty All-Star Equity Fund (NYSE:USA)

No earnings estimates for this company have been tracked by MarketBeat.com

Dividends

Current Dividend Information for Liberty All-Star Equity Fund (NYSE:USA)
Most Recent Dividend:9/11/2017
Annual Dividend:$0.13
Dividend Yield:2.10%
Dividend Growth:14.10% (3 Year Average)
Payout Ratio:
Dividend Payments by Quarter for Liberty All-Star Equity Fund (NYSE:USA)

Dividend History by Quarter for Liberty All-Star Equity Fund (NYSE USA)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
7/18/2017quarterly$0.138.96%7/26/20177/28/20179/11/2017
4/18/2017quarterly$0.139.51%4/26/20174/28/20176/12/2017
2/6/2017quarterly$0.139.63%2/15/20172/17/20173/6/2017
10/18/2016quarterly$0.129.47%10/26/201610/28/20161/3/2017
7/19/2016quarterly$0.129.25%7/27/20167/29/20169/12/2016
4/19/2016quarterly$0.129.38%4/27/20164/29/20166/13/2016
1/12/2016quarterly$0.129.78%1/20/20161/22/20163/7/2016
10/20/2015quarterly$0.139.65%10/28/201510/30/20151/4/2016
4/21/2015quarterly$0.149.36%4/29/20155/1/20156/15/2015
1/13/2015quarterly$0.106.88%1/21/20151/23/20153/9/2015
10/20/2014quarterly$0.096.28%10/29/201410/31/20141/2/2015
7/21/2014quarterly$0.106.6%7/30/20148/1/20149/15/2014
4/21/2014quarterly$0.106.75%4/30/20145/2/20146/16/2014
1/13/2014quarterly$0.106.84%1/22/20141/24/20143/10/2014
10/21/2013quarterly$0.1010/30/201311/1/20131/2/2014
7/22/2013quarterly$0.097/31/20138/2/20139/16/2013
4/22/2013quarterly$0.086.3%5/1/20135/3/20136/17/2013
1/14/2013quarterly$0.086.56%1/23/20131/25/20133/11/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Liberty All-Star Equity Fund (NYSE:USA)
Insider Ownership Percentage: 0.06%
Institutional Ownership Percentage: 28.47%
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
Institutional Ownership by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
8/17/2016John A BenningInsiderSell10,000$5.18$51,800.00View SEC Filing  
8/10/2016John A BenningInsiderSell5,000$5.16$25,800.00View SEC Filing  
5/8/2015Richard Carl RantzowInsiderBuy3,000$5.89$17,670.00View SEC Filing  
4/2/2015Richard Carl RantzowInsiderSell3,665$5.80$21,257.00View SEC Filing  
8/13/2014Dst Systems IncInsiderSell409,999$5.78$2,369,794.22View SEC Filing  
4/9/2013John A BenningInsiderSell12,000$5.13$61,560.00View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Headline Trends for Liberty All-Star Equity Fund (NYSE:USA)
Latest Headlines for Liberty All-Star Equity Fund (NYSE:USA)
Source:
DateHeadline
finance.yahoo.com logoLiberty All-Star® Equity Fund Shareholder Meeting Results
finance.yahoo.com - October 6 at 12:13 PM
seekingalpha.com logoLiberty All-Star Equity Fund: It's Not As Bad As You Think
seekingalpha.com - October 3 at 7:33 PM
seekingalpha.com logoCEF Yields 11.1%, Just Hiked Distribution By 25%, Upside Potential - Seeking Alpha
seekingalpha.com - September 29 at 1:19 PM
seekingalpha.com logoUSA Is A Mediocre Investment, But I Bought It Anyway - Seeking Alpha
seekingalpha.com - September 29 at 1:19 PM
seekingalpha.com logoDo You Buy This 11%-Yielding Closed-End Fund?
seekingalpha.com - September 28 at 8:40 AM
finance.yahoo.com logoLiberty All-Star® Equity Fund Increases Annual Distribution Rate 25 Percent
finance.yahoo.com - September 19 at 9:04 AM
americanbankingnews.com logoContrasting Full Circle Capital Corp (FULL) and Liberty All-Star Equity Fund (USA)
www.americanbankingnews.com - September 16 at 12:24 PM
americanbankingnews.com logoAnalyzing Liberty All-Star Equity Fund (USA) & Oxford Lane Capital Corp (OXLC)
www.americanbankingnews.com - September 15 at 2:14 AM
finance.yahoo.com logoThese Unusual Funds Could Double Your Dividends
finance.yahoo.com - September 13 at 10:46 AM
nasdaq.com logoSwap Your ETFs for These 6.3%+ Dividends
www.nasdaq.com - September 12 at 11:37 AM
seekingalpha.com logoLiberty All-Star Equity Fund Shareholders Have An Opportunity To Earn A Windfall Gain Of 12%
seekingalpha.com - August 10 at 9:18 AM
finance.yahoo.com logoYour 8% Retirement 'Survival Plan' For This Toppy Market
finance.yahoo.com - August 9 at 8:47 AM
americanbankingnews.com logoReviewing Liberty All-Star Equity Fund (USA) and OFS Capital Corporation (OFS)
www.americanbankingnews.com - August 5 at 7:14 AM
americanbankingnews.com logoPennantPark Investment Corporation (PNNT) and Liberty All-Star Equity Fund (USA) Head to Head Comparison
www.americanbankingnews.com - August 5 at 7:08 AM
seekingalpha.com logoActivist Investors Have Targeted The Liberty All-Star Equity Fund
seekingalpha.com - July 23 at 9:17 AM
americanbankingnews.com logoLiberty All-Star Equity Fund Declares Quarterly Dividend of $0.13 (NYSE:USA)
www.americanbankingnews.com - July 18 at 4:16 PM
finance.yahoo.com logoLiberty All-Star(R) Equity Fund June 2017 Update
finance.yahoo.com - July 14 at 4:48 PM
investorplace.com logoAn Income Investor’s Dream: 3 Funds Paying Up To 10 Percent
investorplace.com - May 18 at 11:05 AM
seekingalpha.com logoLiberty All-Star Equity Fund declares $0.13 dividend
seekingalpha.com - April 17 at 7:17 PM
nasdaq.com logoLiberty All-Star Equity Fund (USA) Ex-Dividend Date Scheduled for ... - Nasdaq
www.nasdaq.com - February 15 at 6:46 AM
streetinsider.com logoForm SC 13G/A LIBERTY ALL STAR EQUITY Filed by: FIRST TRUST PORTFOLIOS LP - StreetInsider.com
www.streetinsider.com - January 25 at 8:11 AM
marketwatch.com logoLiberty All-Star(R) Equity Fund December 2016 Update - MarketWatch
www.marketwatch.com - January 19 at 6:44 AM
marketwatch.com logoLiberty All-Star(R) Equity Fund November 2016 Update - MarketWatch
www.marketwatch.com - December 16 at 6:15 AM
forbes.com logoHow To Get A $1M Yield With Just $224k - Forbes
www.forbes.com - November 12 at 10:32 AM
businesswire.com logoLiberty All-Star® Equity Fund Declares Distribution - Business Wire (press release)
www.businesswire.com - October 18 at 8:11 AM
seekingalpha.com logoLiberty All-Star Equity Fund declares $0.12 dividend
seekingalpha.com - October 17 at 7:47 PM

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Chart

Liberty All-Star Equity Fund (USA) Chart for Saturday, October, 21, 2017

This page was last updated on 10/21/2017 by MarketBeat.com Staff

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