Shaker Financial Services, LLC Diversified Active

CIK: 0001511794 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 2, 2017

Total Value ($000): $177,821 (100.0% shares, 0.0% debt)

Holdings (103)

NUVEEN CORE EQUITY ALPHA FUN 3.9%
Value ($000) $6,896 Shares 470,378 Est. Cost $13.46 Unrealized
CENTRAL SECS CORP 3.8%
Value ($000) $6,731 Shares 269,991 Est. Cost $20.78 Unrealized
GUGGENHEIM ENHNCD EQTY INCM 3.6%
Value ($000) $6,489 Shares 784,604 Est. Cost $8.17 Unrealized
GENERAL AMERN INVS INC 3.5%
Value ($000) $6,164 Shares 179,456 Est. Cost $33.67 Unrealized
LIBERTY ALL STAR EQUITY FD 3.2%
Value ($000) $5,724 Shares 1,011,382 Est. Cost $5.21 Unrealized
ADAMS DIVERSIFIED EQUITY FD 3.0%
Value ($000) $5,387 Shares 376,993 Est. Cost $12.77 Unrealized
SOURCE CAP INC 2.9%
Value ($000) $5,136 Shares 132,887 Est. Cost $37.03 Unrealized
PRUDENTIAL SHT DURATION HG Y 2.7%
Value ($000) $4,875 Shares 319,221 Est. Cost $15.54 Unrealized
GABELLI DIVD & INCOME TR 2.6%
Value ($000) $4,586 Shares 210,196 Est. Cost $21.59 Unrealized
SPECIAL OPPORTUNITIES FD INC 2.4%
Value ($000) $4,327 Shares 284,652 Est. Cost $15.18 Unrealized
BOULDER GROWTH & INCOME FD I 2.4%
Value ($000) $4,283 Shares 441,062 Est. Cost $9.14 Unrealized
NUVEEN TX ADV TOTAL RET STRG 2.3%
Value ($000) $4,143 Shares 321,182 Est. Cost $11.63 Unrealized
ROYCE MICRO-CAP TR INC 2.3%
Value ($000) $4,113 Shares 475,462 Est. Cost $8.31 Unrealized
LIBERTY ALL-STAR GROWTH FD I 2.2%
Value ($000) $3,961 Shares 805,014 Est. Cost $4.23 Unrealized
EATON VANCE FLTG RATE INCOM 2.2%
Value ($000) $3,933 Shares 234,396 Est. Cost $16.48 Unrealized
INVESCO DYNAMIC CR OPP FD 2.1%
Value ($000) $3,764 Shares 313,404 Est. Cost $12.23 Unrealized
WESTERN ASSET HIGH INCM FD I 2.0%
Value ($000) $3,538 Shares 492,095 Est. Cost $7.11 Unrealized
DELAWARE INVTS DIV & INCOME 2.0%
Value ($000) $3,527 Shares 337,465 Est. Cost $9.97 Unrealized
WESTERN ASSET GLB HI INCOME 1.9%
Value ($000) $3,398 Shares 337,778 Est. Cost $9.97 Unrealized
BLACKSTONE GSO LNG SHRT CR I 1.8%
Value ($000) $3,205 Shares 198,589 Est. Cost $16.18 Unrealized
XPHTX PIONEER HIGH INCOME TR 1.8%
Value ($000) $3,152 Shares 318,690 Est. Cost $9.90 Unrealized
NEW GERMANY FD INC 1.8%
Value ($000) $3,143 Shares 188,992 Est. Cost $14.33 Unrealized
ALLIANZGI NFJ DIVID INT & PR 1.8%
Value ($000) $3,118 Shares 238,234 Est. Cost $13.09 Unrealized
XHNWX PIONEER DIV HIGH INCOME TRUS 1.6%
Value ($000) $2,815 Shares 171,564 Est. Cost $15.95 Unrealized
BLACKSTONE GSO STRATEGIC CR 1.5%
Value ($000) $2,582 Shares 162,181 Est. Cost $15.23 Unrealized
EUROPEAN EQUITY FUND 1.4%
Value ($000) $2,536 Shares 276,557 Est. Cost $8.01 Unrealized
DUFF & PHELPS UTIL CORP BD T 1.4%
Value ($000) $2,428 Shares 264,167 Est. Cost $9.20 Unrealized
NEUBERGER BERMAN HGH YLD FD 1.3%
Value ($000) $2,319 Shares 195,056 Est. Cost $11.88 Unrealized
WELLS FARGO INCOME OPPORTUNI 1.2%
Value ($000) $2,131 Shares 248,986 Est. Cost $8.41 Unrealized
DEUTSCHE MULTI-MKT INCOME TR 1.1%
Value ($000) $2,018 Shares 229,285 Est. Cost $8.72 Unrealized
CALAMOS STRATEGIC TOTL RETN 1.1%
Value ($000) $1,983 Shares 168,909 Est. Cost $11.74 Unrealized
EAGLE GRWTH & INCOME OPPTY F 1.0%
Value ($000) $1,848 Shares 107,238 Est. Cost $17.06 Unrealized
EATON VANCE LTD DUR INCOME F 1.0%
Value ($000) $1,841 Shares 130,540 Est. Cost $13.99 Unrealized
ALLIANCEBERNSTEIN GBL HGH IN 1.0%
Value ($000) $1,819 Shares 140,603 Est. Cost $12.57 Unrealized
MFS CHARTER INCOME TR 0.9%
Value ($000) $1,658 Shares 191,849 Est. Cost $8.62 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.9%
Value ($000) $1,596 Shares 147,675 Est. Cost $10.29 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.9%
Value ($000) $1,566 Shares 167,176 Est. Cost $8.96 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.8%
Value ($000) $1,506 Shares 142,116 Est. Cost $10.60 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.8%
Value ($000) $1,450 Shares 168,398 Est. Cost $8.66 Unrealized
SPROTT FOCUS TR INC 0.8%
Value ($000) $1,403 Shares 190,370 Est. Cost $7.33 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.8%
Value ($000) $1,378 Shares 69,765 Est. Cost $18.47 Unrealized
EATON VANCE SR INCOME TR 0.8%
Value ($000) $1,372 Shares 206,363 Est. Cost $6.53 Unrealized
XPHDX PIONEER FLOATING RATE TR 0.8%
Value ($000) $1,340 Shares 112,645 Est. Cost $11.90 Unrealized
BLACKROCK LTD DURATION INC T 0.7%
Value ($000) $1,307 Shares 82,844 Est. Cost $15.68 Unrealized
LAZARD GLB TTL RET&INCM FD I 0.7%
Value ($000) $1,303 Shares 79,680 Est. Cost $14.26 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.7%
Value ($000) $1,282 Shares 75,973 Est. Cost $16.71 Unrealized
WESTERN ASSET HGH YLD DFNDFD 0.7%
Value ($000) $1,219 Shares 79,783 Est. Cost $15.38 Unrealized
BLACKROCK ENHANCED INTL DIV 0.7%
Value ($000) $1,200 Shares 191,023 Est. Cost $5.84 Unrealized
CREDIT SUISSE ASSET MGMT INC 0.7%
Value ($000) $1,198 Shares 355,362 Est. Cost $3.35 Unrealized
MADISON CVRED CALL & EQ STR 0.7%
Value ($000) $1,198 Shares 152,947 Est. Cost $7.83 Unrealized
APOLLO SR FLOATING RATE FD I 0.7%
Value ($000) $1,186 Shares 70,327 Est. Cost $16.86 Unrealized
ABERDEEN GLOBAL INCOME FD IN 0.7%
Value ($000) $1,171 Shares 136,270 Est. Cost $8.19 Unrealized
NUVEEN S&P 500 DYN OVERWRITE 0.6%
Value ($000) $1,104 Shares 71,907 Est. Cost $14.99 Unrealized
FIRST TR ABERDEEN GLBL OPP F 0.6%
Value ($000) $989 Shares 84,919 Est. Cost $11.64 Unrealized
PRUDENTIAL GLB SHT DUR HG YL 0.6%
Value ($000) $979 Shares 65,904 Est. Cost $14.92 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.5%
Value ($000) $973 Shares 39,584 Est. Cost $24.58 Unrealized
SPECIAL OPPORTUNITIES FD INC 0.5%
Value ($000) $931 Shares 36,515 Est. Cost $25.44 Unrealized
RIVERNORTH OPPRTUNITIES FD I 0.5%
Value ($000) $929 Shares 46,535 Est. Cost $19.16 Unrealized
DEUTSCHE STRATEGIC INCOME TR 0.5%
Value ($000) $801 Shares 64,685 Est. Cost $12.29 Unrealized
GABELLI GLB SML & MD CP VAL 0.4%
Value ($000) $770 Shares 62,279 Est. Cost $12.18 Unrealized
CLOUGH GLOBAL EQUITY FD 0.4%
Value ($000) $738 Shares 58,516 Est. Cost $12.61 Unrealized
NUVEEN TAX ADVANTAGED DIV GR 0.4%
Value ($000) $717 Shares 44,573 Est. Cost $14.40 Unrealized
HERZFELD CARIBBEAN BASIN FD 0.4%
Value ($000) $712 Shares 98,856 Est. Cost $7.16 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.4%
Value ($000) $688 Shares 62,737 Est. Cost $10.88 Unrealized
BLACKROCK ENH CAP & INC FD I 0.4%
Value ($000) $667 Shares 44,789 Est. Cost $13.96 Unrealized
INVESCO SR INCOME TR 0.4%
Value ($000) $632 Shares 138,644 Est. Cost $4.63 Unrealized
WESTERN ASSET GLOBAL CP DEFI 0.4%
Value ($000) $631 Shares 35,422 Est. Cost $17.27 Unrealized
CLOUGH GLOBAL DIVND AND INC 0.4%
Value ($000) $628 Shares 46,947 Est. Cost $13.38 Unrealized
ADVENT CLAY CONV SEC INC FD 0.4%
Value ($000) $626 Shares 100,474 Est. Cost $6.21 Unrealized
IVY HIGH INC OPPORTUNITIES F 0.3%
Value ($000) $616 Shares 39,876 Est. Cost $15.45 Unrealized
ALPINE GLOBAL DYNAMIC DIVD F 0.3%
Value ($000) $603 Shares 58,913 Est. Cost $10.24 Unrealized
DELAWARE ENHANCED GBL DIV & 0.3%
Value ($000) $593 Shares 52,011 Est. Cost $11.40 Unrealized
WESTERN ASSET HIGH INCM OPP 0.3%
Value ($000) $576 Shares 113,547 Est. Cost $5.04 Unrealized
BANCROFT FUND LTD 0.3%
Value ($000) $568 Shares 26,215 Est. Cost $21.04 Unrealized
VOYA PRIME RATE TR 0.3%
Value ($000) $545 Shares 101,224 Est. Cost $5.40 Unrealized
CALAMOS DYNAMIC CONV & INCOM 0.3%
Value ($000) $492 Shares 24,581 Est. Cost $20.02 Unrealized
WELLS FARGO MULTI SECTOR INC 0.3%
Value ($000) $471 Shares 35,257 Est. Cost $13.36 Unrealized
FIRST TR ENHANCED EQTY INC F 0.3%
Value ($000) $466 Shares 31,824 Est. Cost $13.38 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.3%
Value ($000) $454 Shares 19,594 Est. Cost $22.31 Unrealized
LAZARD WORLD DIVID & INCOME 0.2%
Value ($000) $440 Shares 39,937 Est. Cost $11.02 Unrealized
AVENUE INCOME CR STRATEGIES 0.2%
Value ($000) $439 Shares 31,572 Est. Cost $11.42 Unrealized
BLACKROCK ENHANCED GBL DIV T 0.2%
Value ($000) $396 Shares 29,890 Est. Cost $11.88 Unrealized
KKR INCOME OPPORTUNITIES FD 0.2%
Value ($000) $393 Shares 22,447 Est. Cost $15.70 Unrealized
TEMPLETON EMERG MKTS INCOME 0.2%
Value ($000) $377 Shares 33,570 Est. Cost $11.23 Unrealized
THL CR SR LN FD 0.2%
Value ($000) $370 Shares 20,844 Est. Cost $16.09 Unrealized
APOLLO TACTICAL INCOME FD IN 0.2%
Value ($000) $369 Shares 22,682 Est. Cost $16.27 Unrealized
MORGAN STANLEY CHINA A SH FD 0.2%
Value ($000) $338 Shares 15,111 Est. Cost $22.37 Unrealized
BLACKROCK CR ALLCTN INC TR 0.2%
Value ($000) $333 Shares 24,792 Est. Cost $13.16 Unrealized
COHEN & STEERS QUALITY RLTY 0.2%
Value ($000) $301 Shares 23,936 Est. Cost $12.58 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.2%
Value ($000) $274 Shares 31,206 Est. Cost $8.78 Unrealized
TEMPLETON DRAGON FD INC 0.1%
Value ($000) $257 Shares 12,743 Est. Cost $20.17 Unrealized
BLACKROCK MULTI-SECTOR INC T 0.1%
Value ($000) $253 Shares 13,965 Est. Cost $18.12 Unrealized
BLACKROCK FLOAT RATE OME STR 0.1%
Value ($000) $233 Shares 16,560 Est. Cost $14.07 Unrealized
ROYCE GLOBAL VALUE TR INC 0.1%
Value ($000) $231 Shares 24,029 Est. Cost $9.61 Unrealized
WESTERN ASSET VAR RT STRG FD 0.1%
Value ($000) $226 Shares 13,257 Est. Cost $17.05 Unrealized
FRANKLIN UNVL TR 0.1%
Value ($000) $223 Shares 31,153 Est. Cost $6.88 Unrealized
NEW IRELAND FUND INC 0.1%
Value ($000) $209 Shares 15,101 Est. Cost $13.84 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $196 Shares 13,437 Est. Cost $12.30 Unrealized
WESTERN ASSET EMRG MKT DEBT 0.1%
Value ($000) $181 Shares 11,600 Est. Cost $15.60 Unrealized
BLACKROCK DEBT STRAT FD INC 0.1%
Value ($000) $177 Shares 15,350 Est. Cost $11.53 Unrealized
NUVEEN MULTI MKT INCOME FD 0.1%
Value ($000) $160 Shares 21,300 Est. Cost $7.51 Unrealized
FIRST TR SR FLG RTE INCM FD 0.1%
Value ($000) $153 Shares 11,462 Est. Cost $13.35 Unrealized
ABERDEEN GTR CHINA FD INC 0.1%
Value ($000) $147 Shares 12,812 Est. Cost $11.47 Unrealized