Liberty All-Star Equity Fund Stock Price, News & Analysis (NYSE:USA)

$6.10 -0.06 (-0.97 %)
(As of 12/15/2017 04:00 PM ET)
Previous Close$6.16
Today's Range$6.10 - $6.18
52-Week Range$5.15 - $6.23
Volume559,000 shs
Average Volume716,397 shs
Market Capitalization$1.18 billion
P/E RatioN/A
Dividend Yield2.11%
Beta1.21

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.

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Industry, Sector and Symbol

Industry Closed End Funds
Sub-IndustryN/A
SectorFinance
SymbolNYSE:USA
CUSIPN/A
WebN/A
PhoneN/A

Debt

Debt-to-Equity RatioN/A
Current RatioN/A
Quick RatioN/A

Price-To-Earnings

Trailing P/E RatioN/A
Forward P/E RatioN/A
P/E GrowthN/A

Sales & Book Value

Annual SalesN/A
Price / SalesN/A
Cash FlowN/A
Price / CashN/A
Book ValueN/A
Price / BookN/A

Profitability

Trailing EPSN/A
Net IncomeN/A
Net MarginsN/A
Return on EquityN/A
Return on AssetsN/A

Miscellaneous

EmployeesN/A
Outstanding Shares192,000,000

Liberty All-Star Equity Fund (NYSE:USA) Frequently Asked Questions

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, November 7th. Stockholders of record on Friday, November 17th will be given a dividend of $0.17 per share on Tuesday, January 2nd. This represents a $0.68 annualized dividend and a dividend yield of 11.15%. The ex-dividend date is Thursday, November 16th. This is an increase from Liberty All-Star Equity Fund's previous quarterly dividend of $0.13. View Liberty All-Star Equity Fund's Dividend History.

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 (Age 80)
  • William R Parmentier Jr., President (Age 64)
  • Mark T. Haley CFA, Senior Vice President (Age 52)
  • Melanie H. Zimdars, Chief Compliance Officer (Age 40)
  • Edmund J. Burke, Vice President, Trustee (Age 56)
  • Kimberly R. Storms, Treasurer (Age 44)
  • Alex J. Marks, Secretary (Age 42)
  • John A. Benning, Independent Trustee (Age 82)
  • Thomas W. Brock, Independent Trustee (Age 70)
  • George R. Gaspari, Independent Trustee (Age 76)

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 Karpus Management Inc. (2.54%), Wells Fargo & Company MN (1.48%), Advisors Asset Management Inc. (1.16%), Relative Value Partners Group LLC (1.02%), Vident Investment Advisory LLC (0.79%) and Blue Bell Private Wealth Management 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 Karpus Management Inc., Deschutes Portfolio Strategy LLC, City of London Investment Management Co. Ltd., Wedbush Securities Inc., Advisors Asset Management Inc., Raymond James Financial Services Advisors Inc., Relative Value Partners Group LLC and National Planning Corp. 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 purchased by a variety of institutional investors in the last quarter, including Vident Investment Advisory LLC, Oxbow Advisors LLC, Advisory Alpha LLC, Blue Bell Private Wealth Management LLC, Spectrum Management Group Inc., Wells Fargo & Company MN, Investment Centers of America Inc. and Advisor Group Inc.. 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 with access to the U.S. stock market 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 $6.10.

How big of a company is Liberty All-Star Equity Fund?

Liberty All-Star Equity Fund has a market capitalization of $1.18 billion.


MarketBeat Community Rating for Liberty All-Star Equity Fund (USA)

Community Ranking:  2.5 out of 5 (star star half star)
Outperform Votes:  137 (Vote Outperform)
Underperform Votes:  140 (Vote Underperform)
Total Votes:  277
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

Liberty All-Star Equity Fund (NYSE:USA) Analysts' Consensus Rating

  (How are Consensus Ratings Calculated?)
Today30 Days Ago90 Days Ago180 Days Ago
Consensus Rating: BuyBuyBuyHold
Consensus Rating Score: 2.572.572.502.45
Ratings Breakdown: 0 Sell Rating(s)
3 Hold Rating(s)
4 Buy Rating(s)
0 Strong Buy Rating(s)
0 Sell Rating(s)
3 Hold Rating(s)
4 Buy Rating(s)
0 Strong Buy Rating(s)
0 Sell Rating(s)
5 Hold Rating(s)
5 Buy Rating(s)
0 Strong Buy Rating(s)
0 Sell Rating(s)
6 Hold Rating(s)
5 Buy Rating(s)
0 Strong Buy Rating(s)
Consensus Price Target: $37.90$37.90$34.36$31.60
Price Target Upside: 671.93% upside671.93% upside599.77% upside543.48% upside

Liberty All-Star Equity Fund (NYSE:USA) Consensus Price Target History

Price Target History for Liberty All-Star Equity Fund (NYSE:USA)

Liberty All-Star Equity Fund (NYSE:USA) Analyst Ratings History

Show:
DateBrokerageActionRatingPrice 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 GroupInitiated CoverageBuy$70.00N/AView Rating Details
7/14/2016Jefferies GroupUpgradeHold -> Buy$26.00N/AView Rating Details
6/28/2016Raymond James FinancialUpgradeUnderperform -> 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 12/15/2015 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

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

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

Dividends

Liberty All-Star Equity Fund (NYSE:USA) Dividend Information

Next Dividend:1/2/2018
Annual Dividend:$0.13
Dividend Yield:2.13%
Dividend Growth:14.10% (3 Year Average)
Payout Ratio:
Frequency:Quarterly Dividend
Dividend Payments by Quarter for Liberty All-Star Equity Fund (NYSE:USA)

Liberty All-Star Equity Fund (NYSE:USA) Dividend History by Quarter

AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
11/7/2017quarterly$0.1710.99%11/16/201711/17/20171/2/2018
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

Liberty All-Star Equity Fund (NYSE USA) Insider Trading and Institutional Ownership History

Insider Ownership Percentage: 0.06%
Institutional Ownership Percentage: 26.64%
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE:USA)

Liberty All-Star Equity Fund (NYSE USA) Insider Trades by Quarter

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

Liberty All-Star Equity Fund (NYSE USA) News Headlines

Source:
DateHeadline
Financial Contrast: Alcentra Capital Corp. (ABDC) versus Liberty All-Star Equity Fund (USA)Financial Contrast: Alcentra Capital Corp. (ABDC) versus Liberty All-Star Equity Fund (USA)
www.americanbankingnews.com - November 24 at 3:28 AM
Liberty All-Star Equity Fund (USA) Raises Dividend to $0.17 Per ShareLiberty All-Star Equity Fund (USA) Raises Dividend to $0.17 Per Share
www.americanbankingnews.com - November 7 at 5:54 PM
Financial Contrast: Liberty All-Star Equity Fund (USA) vs. Capitala Finance Corp. (CPTA)Financial Contrast: Liberty All-Star Equity Fund (USA) vs. Capitala Finance Corp. (CPTA)
www.americanbankingnews.com - November 3 at 11:20 PM
Weekly CEF Roundup: A Bonanza Of CEF NewsWeekly CEF Roundup: A Bonanza Of CEF News
seekingalpha.com - October 25 at 2:04 AM
Liberty All-Star® Equity Fund Shareholder Meeting ResultsLiberty All-Star® Equity Fund Shareholder Meeting Results
finance.yahoo.com - October 6 at 12:13 PM
Liberty All-Star Equity Fund: Its Not As Bad As You ThinkLiberty All-Star Equity Fund: It's Not As Bad As You Think
seekingalpha.com - October 3 at 7:33 PM
CEF Yields 11.1%, Just Hiked Distribution By 25%, Upside Potential - Seeking AlphaCEF Yields 11.1%, Just Hiked Distribution By 25%, Upside Potential - Seeking Alpha
seekingalpha.com - September 29 at 1:19 PM
USA Is A Mediocre Investment, But I Bought It Anyway - Seeking AlphaUSA Is A Mediocre Investment, But I Bought It Anyway - Seeking Alpha
seekingalpha.com - September 29 at 1:19 PM
Do You Buy This 11%-Yielding Closed-End Fund?Do You Buy This 11%-Yielding Closed-End Fund?
seekingalpha.com - September 28 at 8:40 AM
Liberty All-Star® Equity Fund Increases Annual Distribution Rate 25 PercentLiberty All-Star® Equity Fund Increases Annual Distribution Rate 25 Percent
finance.yahoo.com - September 19 at 9:04 AM
Contrasting Full Circle Capital Corp (FULL) and Liberty All-Star Equity Fund (USA)Contrasting Full Circle Capital Corp (FULL) and Liberty All-Star Equity Fund (USA)
www.americanbankingnews.com - September 16 at 12:24 PM
Analyzing Liberty All-Star Equity Fund (USA) & Oxford Lane Capital Corp (OXLC)Analyzing Liberty All-Star Equity Fund (USA) & Oxford Lane Capital Corp (OXLC)
www.americanbankingnews.com - September 15 at 2:14 AM
These Unusual Funds Could Double Your DividendsThese Unusual Funds Could Double Your Dividends
finance.yahoo.com - September 13 at 10:46 AM
Swap Your ETFs for These 6.3%+ DividendsSwap Your ETFs for These 6.3%+ Dividends
www.nasdaq.com - September 12 at 11:37 AM
Liberty All-Star Equity Fund Shareholders Have An Opportunity To Earn A Windfall Gain Of 12%Liberty All-Star Equity Fund Shareholders Have An Opportunity To Earn A Windfall Gain Of 12%
seekingalpha.com - August 10 at 9:18 AM
Your 8% Retirement Survival Plan For This Toppy MarketYour 8% Retirement 'Survival Plan' For This Toppy Market
finance.yahoo.com - August 9 at 8:47 AM
Reviewing Liberty All-Star Equity Fund (USA) and OFS Capital Corporation (OFS)Reviewing Liberty All-Star Equity Fund (USA) and OFS Capital Corporation (OFS)
www.americanbankingnews.com - August 5 at 7:14 AM
PennantPark Investment Corporation (PNNT) and Liberty All-Star Equity Fund (USA) Head to Head ComparisonPennantPark Investment Corporation (PNNT) and Liberty All-Star Equity Fund (USA) Head to Head Comparison
www.americanbankingnews.com - August 5 at 7:08 AM
Activist Investors Have Targeted The Liberty All-Star Equity FundActivist Investors Have Targeted The Liberty All-Star Equity Fund
seekingalpha.com - July 23 at 9:17 AM
Liberty All-Star Equity Fund Declares Quarterly Dividend of $0.13 (NYSE:USA)Liberty All-Star Equity Fund Declares Quarterly Dividend of $0.13 (NYSE:USA)
www.americanbankingnews.com - July 18 at 4:16 PM
Liberty All-Star(R) Equity Fund June 2017 UpdateLiberty All-Star(R) Equity Fund June 2017 Update
finance.yahoo.com - July 14 at 4:48 PM
An Income Investor’s Dream: 3 Funds Paying Up To 10 PercentAn Income Investor’s Dream: 3 Funds Paying Up To 10 Percent
investorplace.com - May 18 at 11:05 AM
Liberty All-Star Equity Fund declares $0.13 dividendLiberty All-Star Equity Fund declares $0.13 dividend
seekingalpha.com - April 17 at 7:17 PM
Liberty All-Star Equity Fund (USA) Ex-Dividend Date Scheduled for ... - NasdaqLiberty All-Star Equity Fund (USA) Ex-Dividend Date Scheduled for ... - Nasdaq
www.nasdaq.com - February 15 at 6:46 AM
Form SC 13G/A LIBERTY ALL STAR EQUITY Filed by: FIRST TRUST PORTFOLIOS LP - StreetInsider.comForm SC 13G/A LIBERTY ALL STAR EQUITY Filed by: FIRST TRUST PORTFOLIOS LP - StreetInsider.com
www.streetinsider.com - January 25 at 8:11 AM
Liberty All-Star(R) Equity Fund December 2016 Update - MarketWatchLiberty All-Star(R) Equity Fund December 2016 Update - MarketWatch
www.marketwatch.com - January 19 at 6:44 AM
Liberty All-Star(R) Equity Fund November 2016 Update - MarketWatchLiberty All-Star(R) Equity Fund November 2016 Update - MarketWatch
www.marketwatch.com - December 16 at 6:15 AM
How To Get A $1M Yield With Just $224k - ForbesHow To Get A $1M Yield With Just $224k - Forbes
www.forbes.com - November 12 at 10:32 AM
Liberty All-Star® Equity Fund Declares Distribution - Business Wire (press release)Liberty All-Star® Equity Fund Declares Distribution - Business Wire (press release)
www.businesswire.com - October 18 at 8:11 AM
Liberty All-Star Equity Fund declares $0.12 dividendLiberty All-Star Equity Fund declares $0.12 dividend
seekingalpha.com - October 17 at 7:47 PM

SEC Filings

Liberty All-Star Equity Fund (NYSE:USA) SEC Filings

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Social Media

Financials

Financials are not available for this stock.

Chart

Liberty All-Star Equity Fund (NYSE USA) Stock Chart for Friday, December, 15, 2017

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This page was last updated on 12/15/2017 by MarketBeat.com Staff

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