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Liberty All-Star Equity Fund
USA

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.9M +$2.68M +451,544 +9%
BI
2
Bulldog Investors
New Jersey
$32.2M -$5.49M -925,377 -14%
Lazard Asset Management
3
Lazard Asset Management
New York
$25.8M +$58.2K +9,800 +0.2%
KIM
4
Karpus Investment Management
New York
$24.1M +$1.72M +289,141 +8%
Wells Fargo
5
Wells Fargo
California
$23.8M +$1.76M +297,132 +8%
RCM
6
Rivernorth Capital Management
Florida
$20.8M +$315K +53,011 +2%
RVP
7
Relative Value Partners
Illinois
$16.9M -$297K -49,955 -2%
GFM
8
Gramercy Funds Management
Connecticut
$11.9M -$281K -47,259 -2%
1CP
9
1607 Capital Partners
Virginia
$9.57M +$1.26M +212,162 +15%
AAM
10
Advisors Asset Management
Colorado
$7.53M +$1.61M +270,367 +26%
AA
11
Ancora Advisors
Ohio
$6.38M +$25.9K +4,364 +0.4%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$5.17M +$240K +40,444 +5%
SIA
13
Sit Investment Associates
Minnesota
$4.95M +$611K +102,886 +14%
SFS
14
Shaker Financial Services
Virginia
$4.42M -$257K -43,217 -5%
WAM
15
Wolverine Asset Management
Illinois
$4.01M +$789K +132,821 +24%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$3.56M – – –
CA
17
Cornerstone Advisors
North Carolina
$2.7M +$2.07M +348,210 +302%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$2.63M +$151K +25,423 +6%
CAN
19
Cetera Advisor Networks
California
$1.91M +$33.3K +5,614 +2%
COLIM
20
City of London Investment Management
United Kingdom
$1.66M – – –
RJA
21
Raymond James & Associates
Florida
$1.62M +$259K +43,620 +19%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.47M +$1.05M +176,798 +234%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.08M -$7.52K -1,266 -0.7%
DA
24
Doliver Advisors
Texas
$988K +$178K +29,937 +21%
JP Morgan Chase
25
JP Morgan Chase
New York
$985K +$1M +169,013 New
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