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 - $6.21
P/E:
  • Trailing P/E Ratio: N/A
  • Foreward P/E Ratio: 102.50
  • P/E Growth: 0.00
Misc:
  • Average Volume: 813,578 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 declared a quarterly dividend on Tuesday, July 18th. Investors of record on Friday, July 28th will be paid a dividend of $0.13 per share on Monday, September 11th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 8.46%. 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 brokers 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 expect Liberty All-Star Equity Fund's stock 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%) and Oxbow Advisors 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.

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 Oxbow Advisors 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 $6.15.


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 (306.50% 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, Inc. (The)Initiated 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 10/24/2015 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)
Next Year EPS Consensus Estimate: $0.06 EPS

Dividends

Current Dividend Information for Liberty All-Star Equity Fund (NYSE:USA)
Most Recent Dividend:9/11/2017
Annual Dividend:$0.13
Dividend Yield:2.11%
Dividend Growth:14.10% (3 Year Average)
Payout Ratio:216.67% (Based on Next Year's Estimates)
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)
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Chart

Liberty All-Star Equity Fund (USA) Chart for Tuesday, October, 24, 2017

This page was last updated on 10/24/2017 by MarketBeat.com Staff

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