Shaker Financial Services, LLC Diversified Active

CIK: 0001511794 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $207,006 (100.0% shares, 0.0% debt)

Holdings (108)

CENTRAL SECS CORP 3.7%
Value ($000) $7,747 Shares 290,596 Est. Cost $22.20 Unrealized
NUVEEN TX ADV TOTAL RET STRG 3.6%
Value ($000) $7,474 Shares 574,449 Est. Cost $12.36 Unrealized
ADAMS DIVERSIFIED EQUITY FD 3.4%
Value ($000) $7,033 Shares 476,173 Est. Cost $14.65 Unrealized
SOURCE CAP INC 3.3%
Value ($000) $6,843 Shares 171,531 Est. Cost $37.89 Unrealized
GENERAL AMERN INVS INC 3.3%
Value ($000) $6,783 Shares 202,655 Est. Cost $34.05 Unrealized
SPECIAL OPPORTUNITIES FD INC 3.2%
Value ($000) $6,530 Shares 442,915 Est. Cost $15.22 Unrealized
ROYCE MICRO-CAP TR INC 2.7%
Value ($000) $5,522 Shares 589,987 Est. Cost $8.53 Unrealized
TRI CONTL CORP 2.6%
Value ($000) $5,364 Shares 203,887 Est. Cost $26.31 Unrealized
XHNWX PIONEER DIV HIGH INCOME TRUS 2.3%
Value ($000) $4,843 Shares 321,126 Est. Cost $15.44 Unrealized
EATON VANCE LTD DUR INCOME F 2.3%
Value ($000) $4,677 Shares 359,229 Est. Cost $13.58 Unrealized
IVY HIGH INC OPPORTUNITIES F 2.0%
Value ($000) $4,238 Shares 298,860 Est. Cost $14.79 Unrealized
WESTERN ASSET GLB HI INCOME 2.0%
Value ($000) $4,160 Shares 442,131 Est. Cost $9.82 Unrealized
FIRST TR STRATEGIC HIGH INC 2.0%
Value ($000) $4,107 Shares 336,619 Est. Cost $12.50 Unrealized
GABELLI DIVD & INCOME TR 1.9%
Value ($000) $3,947 Shares 178,580 Est. Cost $21.99 Unrealized
BLACKROCK MULTI-SECTOR INC T 1.9%
Value ($000) $3,936 Shares 234,454 Est. Cost $17.50 Unrealized
ALPINE GLOBAL DYNAMIC DIVD F 1.8%
Value ($000) $3,657 Shares 348,274 Est. Cost $10.70 Unrealized
NEW GERMANY FD INC 1.7%
Value ($000) $3,621 Shares 185,403 Est. Cost $14.39 Unrealized
ALLIANZGI NFJ DIVID INT & PR 1.7%
Value ($000) $3,599 Shares 283,419 Est. Cost $13.05 Unrealized
CLOUGH GLOBAL EQUITY FD 1.5%
Value ($000) $3,204 Shares 286,114 Est. Cost $11.20 Unrealized
CALAMOS STRATEGIC TOTL RETN 1.5%
Value ($000) $3,151 Shares 266,359 Est. Cost $12.07 Unrealized
KKR INCOME OPPORTUNITIES FD 1.4%
Value ($000) $2,870 Shares 180,740 Est. Cost $15.95 Unrealized
EAGLE GRWTH & INCOME OPPTY F 1.4%
Value ($000) $2,868 Shares 190,795 Est. Cost $16.40 Unrealized
BOULDER GROWTH & INCOME FD I 1.4%
Value ($000) $2,839 Shares 263,351 Est. Cost $9.85 Unrealized
XPHTX PIONEER HIGH INCOME TR 1.3%
Value ($000) $2,775 Shares 295,509 Est. Cost $9.66 Unrealized
WESTERN ASSET HIGH INCM FD I 1.3%
Value ($000) $2,719 Shares 414,432 Est. Cost $7.12 Unrealized
EATON VANCE TX ADV GLBL DIV 1.3%
Value ($000) $2,703 Shares 161,781 Est. Cost $17.25 Unrealized
ADVENT CLAY CONV SEC INC FD 1.3%
Value ($000) $2,698 Shares 481,859 Est. Cost $6.08 Unrealized
INVESCO DYNAMIC CR OPP FD 1.3%
Value ($000) $2,669 Shares 227,537 Est. Cost $12.09 Unrealized
XPHDX PIONEER FLOATING RATE TR 1.3%
Value ($000) $2,664 Shares 228,695 Est. Cost $11.63 Unrealized
APOLLO TACTICAL INCOME FD IN 1.2%
Value ($000) $2,563 Shares 163,217 Est. Cost $16.15 Unrealized
DOUBLELINE INCOME SOLUTIONS 1.2%
Value ($000) $2,517 Shares 125,333 Est. Cost $20.36 Unrealized
BLACKROCK LTD DURATION INC T 1.2%
Value ($000) $2,473 Shares 164,005 Est. Cost $15.08 Unrealized
MADISON CVRED CALL & EQ STR 1.1%
Value ($000) $2,328 Shares 320,688 Est. Cost $7.78 Unrealized
BLACKROCK ENHANCED EQT DIV T 1.1%
Value ($000) $2,323 Shares 266,111 Est. Cost $9.10 Unrealized
VOYA GLBL EQTY DIV & PREM OP 1.1%
Value ($000) $2,270 Shares 310,999 Est. Cost $7.69 Unrealized
NUVEEN TAX ADVANTAGED DIV GR 1.1%
Value ($000) $2,230 Shares 136,244 Est. Cost $16.11 Unrealized
WELLS FARGO INCOME OPPORTUNI 1.1%
Value ($000) $2,211 Shares 274,977 Est. Cost $8.31 Unrealized
DREYFUS HIGH YIELD STRATEGIE 1.1%
Value ($000) $2,202 Shares 690,304 Est. Cost $3.32 Unrealized
EUROPEAN EQUITY FUND 1.0%
Value ($000) $2,143 Shares 221,599 Est. Cost $8.01 Unrealized
FIRST TR ENHANCED EQTY INC F 1.0%
Value ($000) $2,039 Shares 138,053 Est. Cost $14.77 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.9%
Value ($000) $1,937 Shares 88,966 Est. Cost $21.77 Unrealized
ALLIANZGI CON INCM 2024 TARG 0.9%
Value ($000) $1,807 Shares 196,021 Est. Cost $9.10 Unrealized
NEUBERGER BERMAN HGH YLD FD 0.9%
Value ($000) $1,775 Shares 159,301 Est. Cost $11.14 Unrealized
JOHN HANCOCK HDG EQ & INC FD 0.9%
Value ($000) $1,769 Shares 107,614 Est. Cost $16.44 Unrealized
PRUDENTIAL SHT DURATION HG Y 0.8%
Value ($000) $1,638 Shares 115,917 Est. Cost $14.88 Unrealized
GUGGENHEIM ENHNCD EQTY INCM 0.8%
Value ($000) $1,608 Shares 192,853 Est. Cost $8.31 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.8%
Value ($000) $1,574 Shares 97,612 Est. Cost $16.72 Unrealized
THL CR SR LN FD 0.8%
Value ($000) $1,559 Shares 90,615 Est. Cost $16.89 Unrealized
DEUTSCHE MULTI-MKT INCOME TR 0.8%
Value ($000) $1,554 Shares 176,961 Est. Cost $8.72 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.7%
Value ($000) $1,548 Shares 141,848 Est. Cost $11.12 Unrealized
GABELLI GLB SML & MD CP VAL 0.7%
Value ($000) $1,530 Shares 127,898 Est. Cost $12.32 Unrealized
DUFF & PHELPS UTIL CORP BD T 0.7%
Value ($000) $1,526 Shares 177,852 Est. Cost $9.08 Unrealized
BLACKROCK ENHANCED GBL DIV T 0.7%
Value ($000) $1,526 Shares 131,898 Est. Cost $11.57 Unrealized
EATON VANCE SH TM DR DIVR IN 0.7%
Value ($000) $1,509 Shares 110,604 Est. Cost $13.64 Unrealized
ALPINE TOTAL DYNAMIC DIVID F 0.7%
Value ($000) $1,356 Shares 151,650 Est. Cost $9.04 Unrealized
ABERDEEN ASIA PACIFIC INCOM 0.6%
Value ($000) $1,329 Shares 280,295 Est. Cost $4.88 Unrealized
LIBERTY ALL STAR EQUITY FD 0.6%
Value ($000) $1,263 Shares 205,981 Est. Cost $6.23 Unrealized
FIRST TR ABERDEEN GLBL OPP F 0.6%
Value ($000) $1,229 Shares 107,888 Est. Cost $11.72 Unrealized
HANCOCK JOHN TAX-ADV DIV INC 0.6%
Value ($000) $1,222 Shares 56,350 Est. Cost $21.69 Unrealized
LAZARD GLB TTL RET&INCM FD I 0.6%
Value ($000) $1,206 Shares 67,664 Est. Cost $15.78 Unrealized
EATON VANCE RISK MNGD DIV EQ 0.6%
Value ($000) $1,143 Shares 127,177 Est. Cost $9.16 Unrealized
PRUDENTIAL GLB SHT DUR HG YL 0.5%
Value ($000) $1,132 Shares 81,529 Est. Cost $14.56 Unrealized
EATON VANCE TAX ADVT DIV INC 0.5%
Value ($000) $1,032 Shares 47,117 Est. Cost $21.90 Unrealized
LMP CAP & INCOME FD INC 0.5%
Value ($000) $1,021 Shares 80,927 Est. Cost $13.95 Unrealized
XXCHNXX CHINA FD INC 0.5%
Value ($000) $948 Shares 42,811 Est. Cost $21.82 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.5%
Value ($000) $941 Shares 52,841 Est. Cost $18.38 Unrealized
NUVEEN SR INCOME FD 0.5%
Value ($000) $940 Shares 143,444 Est. Cost $6.53 Unrealized
SPECIAL OPPORTUNITIES FD INC 0.5%
Value ($000) $935 Shares 36,515 Est. Cost $25.44 Unrealized
NEW IRELAND FUND INC 0.5%
Value ($000) $932 Shares 77,369 Est. Cost $13.08 Unrealized
PRINCIPAL REAL ESTATE INCOME 0.4%
Value ($000) $864 Shares 51,623 Est. Cost $17.18 Unrealized
BLACKROCK ENHANCED INTL DIV 0.4%
Value ($000) $810 Shares 133,000 Est. Cost $6.30 Unrealized
BANCROFT FUND LTD 0.4%
Value ($000) $800 Shares 38,112 Est. Cost $21.04 Unrealized
ADVENT CLAYMORE ENH GRW & IN 0.4%
Value ($000) $798 Shares 100,711 Est. Cost $8.30 Unrealized
BLACKSTONE GSO LNG SHRT CR I 0.4%
Value ($000) $794 Shares 49,073 Est. Cost $16.18 Unrealized
ADVENT CLAYMORE CV SECS & IN 0.4%
Value ($000) $740 Shares 49,083 Est. Cost $16.17 Unrealized
NUVEEN CORE EQUITY ALPHA FUN 0.3%
Value ($000) $674 Shares 46,154 Est. Cost $13.76 Unrealized
TEMPLETON DRAGON FD INC 0.3%
Value ($000) $664 Shares 29,854 Est. Cost $22.24 Unrealized
HERZFELD CARIBBEAN BASIN FD 0.3%
Value ($000) $640 Shares 89,032 Est. Cost $7.17 Unrealized
BLACKROCK 2022 GBL INCM OPP 0.3%
Value ($000) $614 Shares 64,731 Est. Cost $9.66 Unrealized
MORGAN STANLEY EMER MKTS DEB 0.3%
Value ($000) $581 Shares 61,919 Est. Cost $9.89 Unrealized
FIRST TR HIGH INCOME L/S FD 0.3%
Value ($000) $574 Shares 38,146 Est. Cost $16.93 Unrealized
TEKLA HEALTHCARE INVS 0.3%
Value ($000) $557 Shares 25,870 Est. Cost $22.05 Unrealized
FIRST TR SR FLOATING RATE 20 0.3%
Value ($000) $548 Shares 58,541 Est. Cost $9.13 Unrealized
DEUTSCHE STRATEGIC INCOME TR 0.3%
Value ($000) $528 Shares 43,074 Est. Cost $12.29 Unrealized
HANCOCK JOHN INVS TR 0.2%
Value ($000) $513 Shares 30,885 Est. Cost $17.50 Unrealized
VOYA ASIA PAC DIVID EQUITY I 0.2%
Value ($000) $477 Shares 44,439 Est. Cost $10.57 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.2%
Value ($000) $465 Shares 22,490 Est. Cost $20.68 Unrealized
CREDIT SUISSE ASSET MGMT INC 0.2%
Value ($000) $409 Shares 128,162 Est. Cost $3.37 Unrealized
SWISS HELVETIA FD INC 0.2%
Value ($000) $380 Shares 31,011 Est. Cost $12.78 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.2%
Value ($000) $362 Shares 37,668 Est. Cost $8.90 Unrealized
MADISON STRTG SECTOR PREM FD 0.2%
Value ($000) $357 Shares 31,815 Est. Cost $11.41 Unrealized
WESTERN ASSET EMRG MKT DEBT 0.2%
Value ($000) $336 Shares 23,106 Est. Cost $14.54 Unrealized
MORGAN STANLEY EMER MKTS FD 0.2%
Value ($000) $330 Shares 17,892 Est. Cost $18.04 Unrealized
COHEN & STEERS GLOBAL INC BL 0.2%
Value ($000) $320 Shares 35,044 Est. Cost $9.64 Unrealized
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $294 Shares 27,000 Est. Cost $10.89 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.1%
Value ($000) $260 Shares 10,970 Est. Cost $24.58 Unrealized
NUVEEN EMERGING MKTS DEBT 20 0.1%
Value ($000) $256 Shares 28,509 Est. Cost $9.19 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.1%
Value ($000) $251 Shares 31,641 Est. Cost $7.93 Unrealized
WESTERN ASSET GLOBAL CP DEFI 0.1%
Value ($000) $250 Shares 14,964 Est. Cost $16.71 Unrealized
EATON VANCE ENHANCED EQ INC 0.1%
Value ($000) $249 Shares 17,862 Est. Cost $14.51 Unrealized
INVESCO SR INCOME TR 0.1%
Value ($000) $238 Shares 54,000 Est. Cost $4.41 Unrealized
MFS MULTIMARKET INCOME TR 0.1%
Value ($000) $191 Shares 33,021 Est. Cost $5.78 Unrealized
ALLIANCEBERNSTEIN GBL HGH IN 0.1%
Value ($000) $190 Shares 16,000 Est. Cost $11.88 Unrealized
DELAWARE ENHANCED GBL DIV & 0.1%
Value ($000) $187 Shares 16,200 Est. Cost $11.54 Unrealized
FIRST TR SR FLG RTE INCM FD 0.1%
Value ($000) $143 Shares 10,822 Est. Cost $12.92 Unrealized
FRANKLIN UNVL TR 0.1%
Value ($000) $124 Shares 18,392 Est. Cost $6.74 Unrealized
XAI OCTAGON FLOATNG RATE ALT 0.1%
Value ($000) $107 Shares 11,300 Est. Cost $9.40 Unrealized
ABERDEEN GLOBAL INCOME FD IN 0.0%
Value ($000) $102 Shares 11,940 Est. Cost $8.54 Unrealized