Shaker Financial Services, LLC Diversified Active

CIK: 0001511794 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 9, 2017

Total Value ($000): $188,781 (100.0% shares, 0.0% debt)

Holdings (98)

CENTRAL SECS CORP 5.1%
Value ($000) $9,687 Shares 374,738 Est. Cost $22.20 Unrealized
GABELLI DIVD & INCOME TR 4.7%
Value ($000) $8,961 Shares 400,222 Est. Cost $21.97 Unrealized
GENERAL AMERN INVS INC 4.7%
Value ($000) $8,931 Shares 247,950 Est. Cost $34.32 Unrealized
SPECIAL OPPORTUNITIES FD INC 3.3%
Value ($000) $6,137 Shares 386,999 Est. Cost $15.36 Unrealized
SOURCE CAP INC 3.2%
Value ($000) $5,999 Shares 149,152 Est. Cost $37.38 Unrealized
DELAWARE INVTS DIV & INCOME 3.2%
Value ($000) $5,978 Shares 555,617 Est. Cost $10.28 Unrealized
NUVEEN DOW 30 DYN OVERWRITE 3.2%
Value ($000) $5,959 Shares 351,357 Est. Cost $16.96 Unrealized
ROYCE MICRO-CAP TR INC 2.7%
Value ($000) $5,099 Shares 543,598 Est. Cost $8.44 Unrealized
PRUDENTIAL SHT DURATION HG Y 2.5%
Value ($000) $4,719 Shares 309,232 Est. Cost $15.54 Unrealized
BOULDER GROWTH & INCOME FD I 2.3%
Value ($000) $4,331 Shares 424,642 Est. Cost $9.14 Unrealized
NUVEEN TX ADV TOTAL RET STRG 2.2%
Value ($000) $4,184 Shares 304,972 Est. Cost $11.63 Unrealized
EATON VANCE FLTG RATE INCOM 2.1%
Value ($000) $3,937 Shares 236,998 Est. Cost $16.49 Unrealized
WESTERN ASSET HIGH INCM FD I 2.0%
Value ($000) $3,869 Shares 536,678 Est. Cost $7.12 Unrealized
INVESCO DYNAMIC CR OPP FD 2.0%
Value ($000) $3,741 Shares 313,842 Est. Cost $12.23 Unrealized
NEW GERMANY FD INC 1.9%
Value ($000) $3,560 Shares 191,709 Est. Cost $14.39 Unrealized
MADISON CVRED CALL & EQ STR 1.9%
Value ($000) $3,538 Shares 450,717 Est. Cost $7.84 Unrealized
LAZARD GLB TTL RET&INCM FD I 1.8%
Value ($000) $3,401 Shares 202,894 Est. Cost $15.78 Unrealized
WESTERN ASSET GLB HI INCOME 1.7%
Value ($000) $3,295 Shares 320,178 Est. Cost $9.97 Unrealized
EATON VANCE RISK MNGD DIV EQ 1.5%
Value ($000) $2,925 Shares 310,151 Est. Cost $9.18 Unrealized
XPHTX PIONEER HIGH INCOME TR 1.5%
Value ($000) $2,842 Shares 283,621 Est. Cost $9.90 Unrealized
APOLLO TACTICAL INCOME FD IN 1.5%
Value ($000) $2,817 Shares 173,808 Est. Cost $16.22 Unrealized
EUROPEAN EQUITY FUND 1.4%
Value ($000) $2,579 Shares 266,442 Est. Cost $8.01 Unrealized
MFS CHARTER INCOME TR 1.4%
Value ($000) $2,576 Shares 297,142 Est. Cost $8.64 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 1.4%
Value ($000) $2,558 Shares 182,963 Est. Cost $13.98 Unrealized
BLACKROCK ENHANCED EQT DIV T 1.3%
Value ($000) $2,540 Shares 280,032 Est. Cost $9.07 Unrealized
NUVEEN TAX ADVANTAGED DIV GR 1.3%
Value ($000) $2,520 Shares 149,621 Est. Cost $16.11 Unrealized
BLACKSTONE GSO LNG SHRT CR I 1.3%
Value ($000) $2,411 Shares 149,967 Est. Cost $16.18 Unrealized
SPROTT FOCUS TR INC 1.3%
Value ($000) $2,397 Shares 310,029 Est. Cost $7.48 Unrealized
FIRST TR ABERDEEN GLBL OPP F 1.2%
Value ($000) $2,286 Shares 193,915 Est. Cost $11.72 Unrealized
COHEN & STEERS GLOBAL INC BL 1.2%
Value ($000) $2,282 Shares 234,987 Est. Cost $9.71 Unrealized
EAGLE GRWTH & INCOME OPPTY F 1.2%
Value ($000) $2,184 Shares 129,178 Est. Cost $17.03 Unrealized
DEUTSCHE MULTI-MKT INCOME TR 1.1%
Value ($000) $2,054 Shares 229,285 Est. Cost $8.72 Unrealized
FIRST TR HIGH INCOME L/S FD 1.1%
Value ($000) $2,038 Shares 119,740 Est. Cost $17.02 Unrealized
EATON VANCE TX ADV GLBL DIV 1.0%
Value ($000) $1,886 Shares 109,661 Est. Cost $17.20 Unrealized
DUFF & PHELPS UTIL CORP BD T 1.0%
Value ($000) $1,872 Shares 202,619 Est. Cost $9.20 Unrealized
NUVEEN CORE EQUITY ALPHA FUN 1.0%
Value ($000) $1,813 Shares 116,641 Est. Cost $13.46 Unrealized
CREDIT SUISSE ASSET MGMT INC 1.0%
Value ($000) $1,797 Shares 529,962 Est. Cost $3.37 Unrealized
WELLS FARGO MULTI SECTOR INC 0.9%
Value ($000) $1,788 Shares 133,250 Est. Cost $13.40 Unrealized
WESTERN ASSET HGH YLD DFNDFD 0.9%
Value ($000) $1,732 Shares 111,369 Est. Cost $15.43 Unrealized
EATON VANCE SR INCOME TR 0.9%
Value ($000) $1,630 Shares 246,160 Est. Cost $6.55 Unrealized
WELLS FARGO INCOME OPPORTUNI 0.8%
Value ($000) $1,593 Shares 182,026 Est. Cost $8.41 Unrealized
APOLLO SR FLOATING RATE FD I 0.8%
Value ($000) $1,580 Shares 94,346 Est. Cost $16.83 Unrealized
ADVENT CLAYMORE ENH GRW & IN 0.8%
Value ($000) $1,552 Shares 180,259 Est. Cost $8.61 Unrealized
PIMCO DYNMIC CREDIT AND MRT 0.7%
Value ($000) $1,414 Shares 61,328 Est. Cost $23.06 Unrealized
PRUDENTIAL GLB SHT DUR HG YL 0.7%
Value ($000) $1,385 Shares 92,788 Est. Cost $14.92 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.7%
Value ($000) $1,361 Shares 121,936 Est. Cost $10.60 Unrealized
ALLIANCEBERNSTEIN GBL HGH IN 0.7%
Value ($000) $1,307 Shares 100,162 Est. Cost $12.57 Unrealized
EATON VANCE LTD DUR INCOME F 0.7%
Value ($000) $1,290 Shares 91,981 Est. Cost $13.99 Unrealized
ADVENT CLAY CONV SEC INC FD 0.7%
Value ($000) $1,255 Shares 201,174 Est. Cost $6.22 Unrealized
NEW IRELAND FUND INC 0.6%
Value ($000) $1,223 Shares 89,138 Est. Cost $13.74 Unrealized
ROYCE GLOBAL VALUE TR INC 0.6%
Value ($000) $1,197 Shares 115,611 Est. Cost $10.20 Unrealized
LAZARD WORLD DIVID & INCOME 0.6%
Value ($000) $1,194 Shares 105,484 Est. Cost $11.20 Unrealized
XHNWX PIONEER DIV HIGH INCOME TRUS 0.6%
Value ($000) $1,145 Shares 69,075 Est. Cost $15.95 Unrealized
TRI CONTL CORP 0.6%
Value ($000) $1,134 Shares 44,369 Est. Cost $25.56 Unrealized
BLACKROCK DEBT STRAT FD INC 0.6%
Value ($000) $1,098 Shares 94,129 Est. Cost $11.64 Unrealized
GABELLI GLB SML & MD CP VAL 0.6%
Value ($000) $1,066 Shares 80,650 Est. Cost $12.42 Unrealized
ADVENT CLAYMORE CV SECS & IN 0.6%
Value ($000) $1,039 Shares 64,182 Est. Cost $16.19 Unrealized
MORGAN STANLEY CHINA A SH FD 0.5%
Value ($000) $1,015 Shares 42,544 Est. Cost $23.33 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.5%
Value ($000) $970 Shares 114,212 Est. Cost $8.66 Unrealized
SPECIAL OPPORTUNITIES FD INC 0.5%
Value ($000) $934 Shares 36,515 Est. Cost $25.44 Unrealized
DELAWARE ENHANCED GBL DIV & 0.5%
Value ($000) $915 Shares 77,172 Est. Cost $11.55 Unrealized
TEMPLETON GLOBAL INCOME FD 0.5%
Value ($000) $901 Shares 133,717 Est. Cost $6.74 Unrealized
THL CR SR LN FD 0.5%
Value ($000) $880 Shares 50,250 Est. Cost $16.92 Unrealized
NUVEEN S&P 500 DYN OVERWRITE 0.5%
Value ($000) $874 Shares 55,880 Est. Cost $14.99 Unrealized
ALLIANZGI DIVERS INC & CNV F 0.5%
Value ($000) $874 Shares 40,692 Est. Cost $21.48 Unrealized
WESTERN ASSET EMRG MKT DEBT 0.5%
Value ($000) $865 Shares 54,940 Est. Cost $15.71 Unrealized
INVESCO SR INCOME TR 0.4%
Value ($000) $838 Shares 186,644 Est. Cost $4.60 Unrealized
VOYA PRIME RATE TR 0.4%
Value ($000) $819 Shares 156,581 Est. Cost $5.34 Unrealized
DEUTSCHE STRATEGIC INCOME TR 0.4%
Value ($000) $806 Shares 64,685 Est. Cost $12.29 Unrealized
HERZFELD CARIBBEAN BASIN FD 0.4%
Value ($000) $763 Shares 105,296 Est. Cost $7.17 Unrealized
XPHDX PIONEER FLOATING RATE TR 0.4%
Value ($000) $740 Shares 61,895 Est. Cost $11.90 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.4%
Value ($000) $683 Shares 32,118 Est. Cost $21.27 Unrealized
FIRST TR ENHANCED EQTY INC F 0.3%
Value ($000) $650 Shares 43,210 Est. Cost $13.82 Unrealized
BANCROFT FUND LTD 0.3%
Value ($000) $602 Shares 27,481 Est. Cost $21.08 Unrealized
LEGG MASON BW GLB INC OPP FD 0.3%
Value ($000) $584 Shares 43,484 Est. Cost $13.43 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.3%
Value ($000) $573 Shares 30,472 Est. Cost $18.80 Unrealized
RMR REAL ESTATE INCOME FUND 0.3%
Value ($000) $546 Shares 28,273 Est. Cost $19.31 Unrealized
FRANKLIN UNVL TR 0.3%
Value ($000) $542 Shares 74,516 Est. Cost $7.11 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.3%
Value ($000) $507 Shares 33,351 Est. Cost $12.77 Unrealized
BLACKSTONE GSO STRATEGIC CR 0.3%
Value ($000) $484 Shares 30,264 Est. Cost $15.23 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.3%
Value ($000) $474 Shares 18,839 Est. Cost $24.58 Unrealized
BLACKROCK ENHANCED INTL DIV 0.2%
Value ($000) $410 Shares 62,559 Est. Cost $5.84 Unrealized
BROOKFIELD GLOBL LISTED INFR 0.2%
Value ($000) $387 Shares 28,612 Est. Cost $13.53 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.2%
Value ($000) $365 Shares 40,894 Est. Cost $8.81 Unrealized
GUGGENHEIM ENHNCD EQTY INCM 0.2%
Value ($000) $336 Shares 39,263 Est. Cost $8.17 Unrealized
SWISS HELVETIA FD INC 0.2%
Value ($000) $335 Shares 26,211 Est. Cost $12.78 Unrealized
GABELLI GLOBL UTIL & INCOME 0.2%
Value ($000) $287 Shares 13,968 Est. Cost $20.55 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.2%
Value ($000) $285 Shares 12,000 Est. Cost $22.31 Unrealized
BLACKROCK ENH CAP & INC FD I 0.1%
Value ($000) $256 Shares 16,390 Est. Cost $13.96 Unrealized
WESTERN ASSET HIGH INCM OPP 0.1%
Value ($000) $246 Shares 47,915 Est. Cost $5.04 Unrealized
ARES DYNAMIC CR ALLOCATION F 0.1%
Value ($000) $233 Shares 14,200 Est. Cost $16.41 Unrealized
ABERDEEN GTR CHINA FD INC 0.1%
Value ($000) $225 Shares 19,212 Est. Cost $11.55 Unrealized
TEMPLETON DRAGON FD INC 0.1%
Value ($000) $225 Shares 10,841 Est. Cost $20.17 Unrealized
INVESCO HIGH INCOME TR II 0.1%
Value ($000) $162 Shares 10,715 Est. Cost $15.12 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $146 Shares 12,928 Est. Cost $10.88 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.1%
Value ($000) $136 Shares 11,199 Est. Cost $11.74 Unrealized
MFS MULTIMARKET INCOME TR 0.1%
Value ($000) $120 Shares 19,160 Est. Cost $6.26 Unrealized
DREYFUS HIGH YIELD STRATEGIE 0.1%
Value ($000) $102 Shares 29,000 Est. Cost $3.52 Unrealized