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: $5.77
- 200 Day Moving Avg: $5.77
- 52 Week Range: $4.76 - $5.88
P/E:- Trailing P/E Ratio: N/A
- P/E Growth: 0.000
Dividend:- Annual Dividend: $0.13
- Dividend Yield: 2.3%
Misc:- Average Volume: 478,517 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, July 18th. Shareholders 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 annualized dividend and a yield of 8.87%. 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?
3 analysts have issued 12-month target prices for Liberty All-Star Equity Fund's shares. Their forecasts range from $25.00 to $64.00. On average, they anticipate Liberty All-Star Equity Fund's share price to reach $44.50 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 FS Investment Corporation (FSIC), 3i Infrastructure PLC (3IN), Tortoise Energy Infrastructure Corporation (TYG), Apollo Investment Corporation (AINV), TPG Specialty Lending (TSLX), Golub Capital BDC (GBDC), Hercules Capital (HTGC), New Mountain Finance Corporation (NMFC), TCP Capital Corp. (TCPC), Solar Capital (SLRC), Ithaca Energy (IAE), Triangle Capital Corporation (TCAP), Invesco California Value Municipal Income Trust (VCV), PennantPark Investment Corporation (PNNT), BlackRock Capital Investment Corporation (BKCC), PennantPark Floating Rate Capital (PFLT), Foresight Solar Fund Ltd (FSFL) and Fidus Investment Corporation (FDUS).
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 shareholders include Lazard Asset Management LLC (0.00%), Wells Fargo & Company MN (0.00%), Advisors Asset Management Inc. (0.00%), Blue Bell Private Wealth Management LLC (0.00%), Deschutes Portfolio Strategy LLC (0.00%) and Shaker Financial Services 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 Raymond James Financial Services Advisors Inc., Lazard Asset Management LLC, Advisors Asset Management Inc., SG Americas Securities LLC, Sii Investments Inc. WI, Bank of New York Mellon Corp, National Planning Corp and WFG Advisors LP. 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 Wells Fargo & Company MN, Advisory Alpha LLC, Laurion Capital Management LP, Shaker Financial Services LLC, Blue Bell Private Wealth Management LLC, Institute for Wealth Management LLC., Royal Bank of Canada and Janney Montgomery Scott 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 $5.86.
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: | 1 Hold Rating, 2 Buy Ratings |
| Consensus Rating: | Buy (Score: 2.67) |
| Consensus Price Target: | $44.50 (659.39% 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 | |
(Data available from 9/20/2015 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)No earnings estimates for this company have been tracked by MarketBeat.com
Current Dividend Information for Liberty All-Star Equity Fund (NYSE:USA)| Most Recent Dividend: | 9/11/2017 |
| Annual Dividend: | $0.13 |
| Dividend Yield: | 2.22% |
| Dividend Growth: | 14.10% (3 Year Average) |
| Payout Ratio: | |
Dividend History by Quarter for Liberty All-Star Equity Fund (NYSE USA)| Announced | Period | Amount | Yield | Ex-Dividend Date | Record Date | Payable Date |
|---|
| 7/18/2017 | quarterly | $0.13 | 8.96% | 7/26/2017 | 7/28/2017 | 9/11/2017 |
| 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: 28.47%
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 Wednesday, September, 20, 2017
