Shepherd Kaplan Krochuk, LLC Liberty All Star Equity Fund Transaction History

Shepherd Kaplan Krochuk, LLC

  • $121 Million
  • Q1 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2018

Aug 14, 2018
SELL
$6.01 - $6.64 $289,561 - $319,915
-48,180 Closed
0 $0
Q1 2018

May 11, 2018
SELL
$6.02 - $6.77 $236,405 - $265,857
-39,270 Reduced 44.91%
48,180 $295,000
Q4 2017

Feb 13, 2018
SELL
$5.95 - $6.3 $10,412 - $11,025
-1,750 Reduced 1.96%
87,450 $551,000
Q3 2017

Nov 14, 2017
BUY
$5.55 - $6.03 $495,060 - $537,876
89,200
89,200 $538,000

Others Institutions Holding USA

# of Institutions
189
Shares Held
29M
Call Options Held
0
Put Options Held
0
View Full List

About LIBERTY ALL STAR EQUITY FUND

USA Quotes by TradingView
  • Ticker USA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. 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 invests in the public equity ma...
More about USA
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