About Liberty All-Star Equity Fund (NYSE:USA)
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
Industry Closed End Funds
Trailing P/E RatioN/A
Forward P/E RatioN/A
Sales & Book Value
Price / SalesN/A
Price / CashN/A
Price / BookN/A
Return on EquityN/A
Return on AssetsN/A
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, November 7th. Shareholders of record on Friday, November 17th will be paid a dividend of $0.17 per share on Tuesday, January 2nd. This represents a $0.68 annualized dividend and a yield of 11.30%. The ex-dividend date of this dividend is Thursday, November 16th. This is a boost 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?
Some companies that are related to Liberty All-Star Equity Fund include 3i Infrastructure PLC (3IN), FS Investment Corporation (FSIC), AllianceBernsteinome Fund (ACG), Apollo Investment Corporation (AINV), Tortoise Energy Infrastructure Corporation (TYG), John Laing Infrastructure Fund Ld (JLIF), TPG Specialty Lending (TSLX), Hercules Capital (HTGC), Blackrock Taxable Municipal Bond Trust (BBN), Golub Capital BDC (GBDC), New Mountain Finance Corporation (NMFC), Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV), TCP Capital Corp. (TCPC), BlackRock Enhanced Global Dividend Trust (BOE), Solar Capital (SLRC), Invesco California Value Municipal Income Trust (VCV), Eaton Vance Floating-Rate Income Trust (EFT) and PennantPark Investment Corporation (PNNT).
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 retail and institutional investors. Top institutional shareholders include 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%), Blue Bell Private Wealth Management LLC (0.00%) and 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, 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, National Planning Corp and Private Advisor Group 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 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 $6.02.
How big of a company is Liberty All-Star Equity Fund?
Liberty All-Star Equity Fund has a market capitalization of $1.16 billion.
MarketBeat Community Rating for Liberty All-Star Equity Fund (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.
Analysts' Consensus Rating for Liberty All-Star Equity Fund (NYSE:USA) (How are Consensus Ratings Calculated?)
MarketBeat calculates consensus analyst ratings for company stocks 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). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst 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: ||0 Sell Ratings, 0 Hold Ratings, 0 Buy Ratings, 0 Strong Buy RatingsNo ratings tracked in the last 12 months.|
|Consensus Rating:||N/A (Score: NaN)|
|Analysts' Consensus Price Target: ||N/A|
Consensus Price Target History for Liberty All-Star Equity Fund (NYSE:USA)
Analysts' Ratings History for Liberty All-Star Equity Fund (NYSE:USA)
(Data available from 11/23/2015 forward)
|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|
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)
|Dividend Growth:||14.10% (3 Year Average)|
Dividend History by Quarter for Liberty All-Star Equity Fund (NYSE USA)
(Data available from 1/1/2013 forward)
|Announced||Period||Amount||Yield||Ex-Dividend Date||Record Date||Payable Date|
Insider Trading and Institutional Ownership History for Liberty All-Star Equity Fund (NYSE USA)
Insider Ownership Percentage: 0.06%
Institutional Ownership Percentage: 27.18%
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE USA)
(Data available from 1/1/2013 forward)
|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|| |
Latest Headlines for Liberty All-Star Equity Fund (NYSE USA)
Liberty All-Star Equity Fund (NYSE USA) Chart for Thursday, November, 23, 2017