1607 Capital Partners, LLC Diversified Active

CIK: 0001436866 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 15, 2015

Total Value ($000): $1,506,033 (100.0% shares, 0.0% debt)

Holdings (126)

ISHARES 8.9%
Value ($000) $134,730 Shares 10,752,632 Est. Cost $11.40 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 5.2%
Value ($000) $78,202 Shares 1,442,300 Est. Cost $58.34 Unrealized
EWA ISHARES 4.9%
Value ($000) $73,510 Shares 3,215,657 Est. Cost $23.79 Unrealized
ALLIANCEBERNSTEIN INCOME FUN 4.2%
Value ($000) $63,894 Shares 8,276,421 Est. Cost $7.36 Unrealized
BLACKROCK RES & COMM STRAT T 3.2%
Value ($000) $47,984 Shares 5,019,214 Est. Cost $10.75 Unrealized
WESTERN ASSET CLYM INFL OPP 3.1%
Value ($000) $46,042 Shares 4,060,154 Est. Cost $11.69 Unrealized
ALPINE TOTAL DYNAMIC DIVID F 2.9%
Value ($000) $43,391 Shares 4,869,970 Est. Cost $8.44 Unrealized
SWISS HELVETIA FD INC 2.7%
Value ($000) $41,234 Shares 3,573,149 Est. Cost $12.31 Unrealized
ISHARES TR 2.7%
Value ($000) $41,161 Shares 2,285,460 Est. Cost $19.17 Unrealized
BLACKROCK GLOBAL OPP EQTY TR 2.6%
Value ($000) $39,090 Shares 2,816,278 Est. Cost $14.32 Unrealized
EWG ISHARES 2.5%
Value ($000) $37,485 Shares 1,256,200 Est. Cost $30.08 Unrealized
JAPAN SMALLER CAPTLZTN FD IN 2.3%
Value ($000) $34,831 Shares 3,504,160 Est. Cost $8.83 Unrealized
MONTGOMERY STR INCOME SECS I 1.8%
Value ($000) $26,636 Shares 1,577,021 Est. Cost $15.89 Unrealized
PUTNAM PREMIER INCOME TR 1.7%
Value ($000) $25,872 Shares 4,909,207 Est. Cost $5.42 Unrealized
BLACKROCK INCOME TR INC 1.5%
Value ($000) $23,234 Shares 3,619,004 Est. Cost $6.55 Unrealized
EZU ISHARES 1.5%
Value ($000) $22,955 Shares 595,000 Est. Cost $38.58 Unrealized
EFA ISHARES TR 1.5%
Value ($000) $22,764 Shares 354,750 Est. Cost $66.29 Unrealized
WESTERN ASSET CLYM INFL SEC 1.4%
Value ($000) $20,598 Shares 1,786,430 Est. Cost $11.72 Unrealized
XJEQX ABERDEEN JAPAN EQUITY FD INC 1.3%
Value ($000) $20,107 Shares 2,482,341 Est. Cost $7.10 Unrealized
KOREA FD 1.3%
Value ($000) $20,000 Shares 499,115 Est. Cost $34.59 Unrealized
BLACKROCK CR ALLCTN INC TR 1.3%
Value ($000) $19,997 Shares 1,485,659 Est. Cost $13.08 Unrealized
MORGAN STANLEY ASIA PAC FD I 1.3%
Value ($000) $19,989 Shares 1,267,949 Est. Cost $15.68 Unrealized
COHEN & STEERS INFRASTRUCTUR 1.3%
Value ($000) $19,811 Shares 871,982 Est. Cost $20.69 Unrealized
TRANSAMERICA INCOME SHS INC 1.3%
Value ($000) $18,943 Shares 929,487 Est. Cost $20.76 Unrealized
BLACKROCK CORE BD TR 1.2%
Value ($000) $18,525 Shares 1,340,454 Est. Cost $13.21 Unrealized
NEW GERMANY FD INC 1.2%
Value ($000) $17,860 Shares 1,152,285 Est. Cost $17.60 Unrealized
EWQ ISHARES 1.2%
Value ($000) $17,711 Shares 681,712 Est. Cost $24.47 Unrealized
MORGAN STANLEY TRUSTS 1.1%
Value ($000) $17,064 Shares 952,748 Est. Cost $17.20 Unrealized
TEMPLETON DRAGON FD INC 1.1%
Value ($000) $16,322 Shares 657,069 Est. Cost $25.09 Unrealized
LAZARD GLB TTL RET&INCM FD I 1.0%
Value ($000) $15,740 Shares 975,213 Est. Cost $16.34 Unrealized
BLACKROCK INTL GRWTH & INC T 1.0%
Value ($000) $15,390 Shares 2,170,634 Est. Cost $7.69 Unrealized
WESTERN ASSET GLOBAL CP DEFI 1.0%
Value ($000) $14,882 Shares 841,288 Est. Cost $18.16 Unrealized
TRI CONTL CORP 0.9%
Value ($000) $14,294 Shares 659,014 Est. Cost $17.94 Unrealized
WESTERN ASSET INCOME FD 0.9%
Value ($000) $13,698 Shares 984,745 Est. Cost $13.23 Unrealized
TEMPLETON EMERGING MKTS FD I 0.8%
Value ($000) $12,468 Shares 817,040 Est. Cost $16.14 Unrealized
XEGFX BLACKROCK ENHANCED GOVT FD I 0.8%
Value ($000) $12,314 Shares 887,047 Est. Cost $14.12 Unrealized
PUTNAM MASTER INTER INCOME T 0.8%
Value ($000) $11,918 Shares 2,432,322 Est. Cost $5.02 Unrealized
ADAMS EXPRESS CO 0.8%
Value ($000) $11,687 Shares 837,147 Est. Cost $12.15 Unrealized
FORT DEARBORN INCOME SECS IN 0.8%
Value ($000) $11,485 Shares 799,205 Est. Cost $14.27 Unrealized
CLOUGH GLOBAL EQUITY FD 0.7%
Value ($000) $10,699 Shares 711,845 Est. Cost $14.97 Unrealized
FIRST TRUST MORTGAGE INCM FD 0.7%
Value ($000) $10,536 Shares 709,943 Est. Cost $15.61 Unrealized
EUROPEAN EQUITY FUND 0.7%
Value ($000) $10,479 Shares 1,196,224 Est. Cost $7.25 Unrealized
ABERDEEN ASIA PACIFIC INCOM 0.7%
Value ($000) $10,463 Shares 1,944,808 Est. Cost $6.00 Unrealized
LIBERTY ALL STAR EQUITY FD 0.6%
Value ($000) $9,562 Shares 1,637,331 Est. Cost $5.36 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.6%
Value ($000) $9,172 Shares 736,076 Est. Cost $12.85 Unrealized
GENERAL AMERN INVS INC 0.6%
Value ($000) $9,159 Shares 261,838 Est. Cost $32.19 Unrealized
LEGG MASON BW GLB INC OPP FD 0.6%
Value ($000) $8,800 Shares 552,426 Est. Cost $17.46 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.6%
Value ($000) $8,777 Shares 869,920 Est. Cost $10.37 Unrealized
ABERDEEN SINGAPORE FD INC 0.6%
Value ($000) $8,373 Shares 737,101 Est. Cost $12.77 Unrealized
CUTWATER SELECT INCOME FD 0.5%
Value ($000) $8,239 Shares 411,746 Est. Cost $18.67 Unrealized
MFS MULTIMARKET INCOME TR 0.5%
Value ($000) $8,229 Shares 1,295,864 Est. Cost $6.52 Unrealized
MORGAN STANLEY EMER MKTS FD 0.5%
Value ($000) $8,217 Shares 552,954 Est. Cost $14.40 Unrealized
NUVEEN MUN ADVANTAGE FD INC 0.5%
Value ($000) $8,209 Shares 596,619 Est. Cost $13.64 Unrealized
CBRE CLARION GLOBAL REAL EST 0.5%
Value ($000) $7,851 Shares 877,237 Est. Cost $8.62 Unrealized
NUVEEN SELECT QUALITY MUN FD 0.5%
Value ($000) $7,589 Shares 538,615 Est. Cost $13.86 Unrealized
ABERDEEN LATIN AMER EQTY FD 0.5%
Value ($000) $7,417 Shares 365,729 Est. Cost $30.75 Unrealized
INVESCO BD FD 0.5%
Value ($000) $6,977 Shares 373,101 Est. Cost $18.20 Unrealized
ABERDEEN ISRAEL FUND INC 0.5%
Value ($000) $6,958 Shares 394,904 Est. Cost $14.65 Unrealized
NUVEEN MUN MKT OPPORTUNITY F 0.5%
Value ($000) $6,876 Shares 501,900 Est. Cost $13.57 Unrealized
NUVEEN BUILD AMER BD OPPTNY 0.4%
Value ($000) $6,545 Shares 301,322 Est. Cost $19.98 Unrealized
THAI FD INC 0.4%
Value ($000) $6,540 Shares 750,035 Est. Cost $20.81 Unrealized
CENTRAL EUR RUSS & TURK FD I 0.4%
Value ($000) $6,105 Shares 297,798 Est. Cost $29.62 Unrealized
EATON VANCE MUN BD FD 0.4%
Value ($000) $6,061 Shares 469,469 Est. Cost $12.63 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.4%
Value ($000) $5,883 Shares 716,514 Est. Cost $7.83 Unrealized
MFS CHARTER INCOME TR 0.4%
Value ($000) $5,533 Shares 628,775 Est. Cost $9.06 Unrealized
ABERDEEN INDONESIA FD INC 0.4%
Value ($000) $5,322 Shares 691,138 Est. Cost $11.29 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.3%
Value ($000) $5,069 Shares 296,952 Est. Cost $17.25 Unrealized
NEW IRELAND FUND INC 0.3%
Value ($000) $5,037 Shares 386,264 Est. Cost $11.38 Unrealized
TAIWAN FD INC 0.3%
Value ($000) $4,416 Shares 262,674 Est. Cost $16.25 Unrealized
ZWEIG FD 0.3%
Value ($000) $4,377 Shares 284,599 Est. Cost $13.74 Unrealized
MORGAN STANLEY CHINA A SH FD 0.3%
Value ($000) $4,087 Shares 124,142 Est. Cost $32.92 Unrealized
BLACKROCK MUNICIPL INC QLTY 0.3%
Value ($000) $4,042 Shares 281,274 Est. Cost $13.97 Unrealized
XXCHNXX CHINA FD INC 0.3%
Value ($000) $3,985 Shares 205,922 Est. Cost $20.41 Unrealized
NEUBERGER BERMAN RE ES SEC F 0.3%
Value ($000) $3,767 Shares 694,998 Est. Cost $4.54 Unrealized
BLACKROCK UTIL & INFRASTRCTU 0.2%
Value ($000) $3,731 Shares 190,378 Est. Cost $18.04 Unrealized
MEXICO EQUITY & INCOME FD 0.2%
Value ($000) $3,707 Shares 300,264 Est. Cost $15.17 Unrealized
JPMORGAN CHINA REGION FD INC 0.2%
Value ($000) $3,699 Shares 204,800 Est. Cost $15.50 Unrealized
KOREA EQUITY FD INC 0.2%
Value ($000) $3,689 Shares 482,229 Est. Cost $7.84 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.2%
Value ($000) $3,512 Shares 177,300 Est. Cost $19.91 Unrealized
ADAM NAT RES FD INC 0.2%
Value ($000) $3,471 Shares 149,914 Est. Cost $23.15 Unrealized
XFEOX FIRST TR/ABERDEEN EMERG OPT 0.2%
Value ($000) $3,251 Shares 199,520 Est. Cost $17.45 Unrealized
NUVEEN MULTI MKT INCOME FD 0.2%
Value ($000) $3,088 Shares 407,618 Est. Cost $7.59 Unrealized
ASIA PAC FD INC 0.2%
Value ($000) $2,867 Shares 246,904 Est. Cost $10.23 Unrealized
VIRTUS GLOBAL MULTI-SEC INC 0.2%
Value ($000) $2,825 Shares 169,058 Est. Cost $17.39 Unrealized
WESTERN ASSET EMRG MKT INCM 0.2%
Value ($000) $2,712 Shares 244,136 Est. Cost $11.86 Unrealized
HANCOCK JOHN INCOME SECS TR 0.2%
Value ($000) $2,663 Shares 186,119 Est. Cost $14.22 Unrealized
CENTRAL SECS CORP 0.2%
Value ($000) $2,628 Shares 120,532 Est. Cost $21.11 Unrealized
ELLSWORTH GROWTH & INCOME FD 0.2%
Value ($000) $2,568 Shares 293,137 Est. Cost $7.77 Unrealized
ALPINE GLOBAL DYNAMIC DIVD F 0.2%
Value ($000) $2,551 Shares 247,442 Est. Cost $9.95 Unrealized
NUVEEN GLOBAL EQUITY INCOME 0.2%
Value ($000) $2,536 Shares 196,723 Est. Cost $13.29 Unrealized
GDL FUND 0.2%
Value ($000) $2,532 Shares 245,091 Est. Cost $10.86 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.1%
Value ($000) $2,258 Shares 208,660 Est. Cost $10.95 Unrealized
BANCROFT FUND LTD 0.1%
Value ($000) $2,257 Shares 107,822 Est. Cost $17.39 Unrealized
CLOUGH GLOBAL ALLOCATION FD 0.1%
Value ($000) $2,236 Shares 148,590 Est. Cost $14.92 Unrealized
MACQUARIE GLBL INFRA TOTL RE 0.1%
Value ($000) $2,131 Shares 85,940 Est. Cost $20.43 Unrealized
MORGAN STANLEY EMER MKTS DEB 0.1%
Value ($000) $1,970 Shares 212,520 Est. Cost $9.87 Unrealized
WELLS FARGO ADVANTAGE MULTI 0.1%
Value ($000) $1,928 Shares 144,425 Est. Cost $14.09 Unrealized
LATIN AMERN DISCOVERY FD INC 0.1%
Value ($000) $1,797 Shares 181,171 Est. Cost $13.47 Unrealized
EWC ISHARES 0.1%
Value ($000) $1,730 Shares 63,664 Est. Cost $26.23 Unrealized
DELAWARE ENHANCED GBL DIV & 0.1%
Value ($000) $1,664 Shares 145,101 Est. Cost $11.33 Unrealized
DUFF & PHELPS GLB UTL INC FD 0.1%
Value ($000) $1,548 Shares 78,387 Est. Cost $21.03 Unrealized
ZWEIG TOTAL RETURN FD INC 0.1%
Value ($000) $1,536 Shares 112,295 Est. Cost $12.86 Unrealized
NUVEEN BUILD AMER BD FD 0.1%
Value ($000) $1,489 Shares 70,105 Est. Cost $20.88 Unrealized
DUFF & PHELPS UTIL CORP BD T 0.1%
Value ($000) $1,484 Shares 151,844 Est. Cost $9.96 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $1,479 Shares 103,296 Est. Cost $15.16 Unrealized
ABERDEEN GTR CHINA FD INC 0.1%
Value ($000) $1,407 Shares 137,004 Est. Cost $10.16 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $1,381 Shares 94,000 Est. Cost $14.58 Unrealized
DEUTSCHE GLOBAL HIGH INCOME 0.1%
Value ($000) $1,380 Shares 164,729 Est. Cost $8.10 Unrealized
MFS INTERMARKET INCOME TRUST 0.1%
Value ($000) $1,262 Shares 148,800 Est. Cost $8.19 Unrealized
MADISON STRTG SECTOR PREM FD 0.1%
Value ($000) $1,202 Shares 99,798 Est. Cost $11.88 Unrealized
COHEN & STEERS QUALITY RLTY 0.1%
Value ($000) $1,030 Shares 82,900 Est. Cost $12.19 Unrealized
TEMPLETON RUS AND EAST EUR F 0.1%
Value ($000) $1,024 Shares 104,152 Est. Cost $13.53 Unrealized
ASIA TIGERS FD INC 0.1%
Value ($000) $866 Shares 75,010 Est. Cost $11.47 Unrealized
FRANKLIN LTD DURATION INC TR 0.1%
Value ($000) $819 Shares 67,300 Est. Cost $12.17 Unrealized
LIBERTY ALL-STAR GROWTH FD I 0.1%
Value ($000) $778 Shares 149,124 Est. Cost $5.22 Unrealized
SOURCE CAP INC 0.0%
Value ($000) $720 Shares 9,821 Est. Cost $72.44 Unrealized
SPROTT FOCUS TR INC 0.0%
Value ($000) $716 Shares 98,611 Est. Cost $7.26 Unrealized
GABELLI GLOBL UTIL & INCOME 0.0%
Value ($000) $542 Shares 29,235 Est. Cost $19.22 Unrealized
NUVEEN S&P 500 DYN OVERWRITE 0.0%
Value ($000) $499 Shares 35,748 Est. Cost $13.96 Unrealized
ALPINE GLOBAL PREMIER PPTYS 0.0%
Value ($000) $432 Shares 63,223 Est. Cost $7.00 Unrealized
WELLS FARGO ADV GLB DIV OPP 0.0%
Value ($000) $412 Shares 54,706 Est. Cost $7.87 Unrealized
ADVENT CLAY CONV SEC INC FD 0.0%
Value ($000) $298 Shares 44,376 Est. Cost $6.72 Unrealized
TORTOISE ENERGY INDEPENDENC 0.0%
Value ($000) $209 Shares 10,409 Est. Cost $26.09 Unrealized
FIRST TR DIVIDEND INCOME FD 0.0%
Value ($000) $166 Shares 18,702 Est. Cost $9.19 Unrealized
GABELLI GLB SML & MD CP VAL 0.0%
Value ($000) $157 Shares 14,820 Est. Cost $10.73 Unrealized
ROYCE GLOBAL VALUE TR INC 0.0%
Value ($000) $27 Shares 3,400 Est. Cost $7.94 Unrealized