Thomas W. Brock files SEC Form 4 disclosures for LIBERTY ALL STAR EQUITY FUND. They have made 16 open-market trades across 4 companies since 2006, most recently 2020-12-02.
CIK 0001280303
15 open-market purchases totalling $848K since 2006, against 1 sale. Across 15 scored buys the stock is up 4.3% at ninety days, and 1.1 points ahead of the S&P over the same stretch.
15 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 13% | 40% | 67% |
| Avg Move | -4.8% | +0.2% | +4.3% |
| Alpha | -2.5% | -0.4% | +1.1% |
| Scored | 15 | 15 | 15 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| USA | BUY | 2020-12-02 | 2020-12-02 | $6.68 | $33K | +0.0% | +0.6% | +11.7% |
| USA | BUY | 2020-11-09 | 2020-11-09 | $6.45 | $161K | +0.8% | +4.8% | +11.6% |
| USA | BUY | 2020-08-31 | 2020-09-01 | $6.19 | $39K | -4.2% | -3.1% | +5.6% |
| USA | SELL | 2020-06-19 | 2020-07-01 | $5.81 | $15K | +1.4% | +1.9% | +3.3% |
| ASG | BUY | 2020-03-31 | 2020-03-31 | $4.34 | $44K | +8.9% | +18.5% | +34.3% |
| USA | BUY | 2019-04-23 | 2019-04-23 | $6.42 | $4K | -2.2% | -4.5% | +1.7% |
| USA | BUY | 2019-02-20 | 2019-02-20 | $6.09 | $5K | -0.2% | -0.3% | +2.5% |
| USA | BUY | 2018-11-13 | 2018-11-14 | $6.19 | $6K | -3.7% | -6.7% | +0.5% |
| USA | BUY | 2018-11-06 | 2018-11-06 | $6.12 | $92K | -5.2% | -5.8% | -4.0% |
| SBY | BUY | 2013-03-07 | 2013-03-11 | $19.38 | $97K | -7.6% | -0.6% | -0.6% |
| EDF | BUY | 2011-08-08 | 2011-08-10 | $23.57 | $41K | -9.7% | +1.5% | +1.5% |
| EDF | BUY | 2011-03-15 | 2011-03-16 | $22.99 | $69K | -9.7% | +1.5% | +1.5% |
| EDF | BUY | 2011-03-10 | 2011-03-11 | $23.99 | $48K | -9.7% | +1.5% | +1.5% |
| USA | BUY | 2008-01-08 | 2008-01-10 | $5.61 | $8K | -9.3% | -0.9% | -0.9% |
| USA | BUY | 2006-09-11 | 2006-09-12 | $7.42 | $100K | -9.3% | -0.9% | -0.9% |
| ASG | BUY | 2006-09-11 | 2006-09-12 | $4.87 | $100K | -10.4% | -2.0% | -2.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.