Sentiment Change Report: Liberty All Star Equity Fund (NYSE:USA)

July 27, 2018 - By Victoria Pittman

Sentiment for Liberty All Star Equity Fund (NYSE:USA)

Liberty All Star Equity Fund (NYSE:USA) institutional sentiment increased to 1.23 in 2018 Q1. Its up 0.10, from 1.13 in 2017Q4. The ratio has improved, as 49 funds started new or increased stock positions, while 40 trimmed and sold equity positions in Liberty All Star Equity Fund. The funds in our partner’s database reported: 40.52 million shares, down from 46.47 million shares in 2017Q4. Also, the number of funds holding Liberty All Star Equity Fund in their top 10 stock positions was flat from 3 to 3 for the same number . Sold All: 12 Reduced: 28 Increased: 35 New Position: 14.

Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The company has market cap of $1.26 billion. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It has a 5.1 P/E ratio. It invests in the public equity markets of the United States.

It closed at $6.62 lastly. It is up 14.54% since July 27, 2017 and is uptrending. It has outperformed by 1.97% the S&P500.

Blue Bell Private Wealth Management Llc holds 4.03% of its portfolio in Liberty All-Star Equity Fund for 1.50 million shares. Thomas J. Herzfeld Advisors Inc. owns 1.21 million shares or 2.87% of their US portfolio. Moreover, Rivernorth Capital Management Llc has 2.86% invested in the company for 6.27 million shares. The Virginia-based 1607 Capital Partners Llc has invested 1.3% in the stock. Arete Wealth Advisors Llc, a Illinois-based fund reported 424,523 shares.

More notable recent Liberty All-Star Equity Fund (NYSE:USA) news were published by: Seekingalpha.com which released: “Fortune Brands Home & Security (FBHS) Q2 2018 Results – Earnings Call Transcript” on July 27, 2018, also Seekingalpha.com with their article: “Juniper Networks (JNPR) Q2 2018 Results – Earnings Call Transcript” published on July 27, 2018, Seekingalpha.com published: “Edison International (EIX) Q2 2018 Results – Earnings Call Transcript” on July 27, 2018. More interesting news about Liberty All-Star Equity Fund (NYSE:USA) were released by: Seekingalpha.com and their article: “Invesco (IVZ) Q2 2018 Results – Earnings Call Transcript” published on July 26, 2018 as well as Seekingalpha.com‘s news article titled: “Allergan Plc (AGN) Q2 2018 Results – Earnings Call Transcript” with publication date: July 26, 2018.

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