Shaker Financial Services, LLC Diversified Active

CIK: 0001511794 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 6, 2019

Total Value ($000): $197,408 (100.0% shares, 0.0% debt)

Holdings (118)

CENTRAL SECS CORP 3.8%
Value ($000) $7,515 Shares 262,309 Est. Cost $22.46 Unrealized
GABELLI DIVD & INCOME TR 3.7%
Value ($000) $7,319 Shares 343,923 Est. Cost $20.89 Unrealized
EATON VANCE TX ADV GLBL DIV 3.3%
Value ($000) $6,537 Shares 420,635 Est. Cost $14.53 Unrealized
NUVEEN CORE EQUITY ALPHA FUN 3.2%
Value ($000) $6,335 Shares 450,562 Est. Cost $12.62 Unrealized
NUVEEN TX ADV TOTAL RET STRG 3.1%
Value ($000) $6,037 Shares 524,926 Est. Cost $10.15 Unrealized
EATON VANCE TAX ADVT DIV INC 3.0%
Value ($000) $5,870 Shares 263,351 Est. Cost $19.28 Unrealized
BLACKROCK ENHANCED EQT DIV T 2.7%
Value ($000) $5,310 Shares 621,058 Est. Cost $7.92 Unrealized
SPECIAL OPPORTUNITIES FD INC 2.7%
Value ($000) $5,244 Shares 390,154 Est. Cost $15.22 Unrealized
LIBERTY ALL STAR EQUITY FD 2.6%
Value ($000) $5,089 Shares 832,875 Est. Cost $5.39 Unrealized
NUVEEN TAX ADVANTAGED DIV GR 2.3%
Value ($000) $4,509 Shares 280,734 Est. Cost $13.81 Unrealized
BROOKFIELD REAL ASSETS INCOM 2.1%
Value ($000) $4,210 Shares 194,711 Est. Cost $19.07 Unrealized
SOURCE CAP INC 2.1%
Value ($000) $4,184 Shares 116,209 Est. Cost $36.68 Unrealized
APOLLO TACTICAL INCOME FD IN 2.1%
Value ($000) $4,112 Shares 279,887 Est. Cost $15.04 Unrealized
ROYCE VALUE TR INC 1.9%
Value ($000) $3,820 Shares 277,644 Est. Cost $12.21 Unrealized
ARES DYNAMIC CR ALLOCATION F 1.8%
Value ($000) $3,580 Shares 241,270 Est. Cost $14.87 Unrealized
BLACKROCK MULTI-SECTOR INC T 1.7%
Value ($000) $3,434 Shares 207,005 Est. Cost $16.48 Unrealized
EATON VANCE TXMGD GL BUYWR O 1.6%
Value ($000) $3,225 Shares 330,058 Est. Cost $9.71 Unrealized
BLACKROCK ENH CAP & INC FD I 1.6%
Value ($000) $3,166 Shares 200,770 Est. Cost $15.76 Unrealized
HANCOCK JOHN INVS TR 1.6%
Value ($000) $3,128 Shares 198,354 Est. Cost $15.98 Unrealized
EUROPEAN EQUITY FUND 1.4%
Value ($000) $2,792 Shares 320,697 Est. Cost $8.34 Unrealized
ALLIANZGI CON INCM 2024 TARG 1.4%
Value ($000) $2,731 Shares 303,399 Est. Cost $8.96 Unrealized
DOUBLELINE OPPORTUNISTIC CR 1.4%
Value ($000) $2,712 Shares 134,233 Est. Cost $19.71 Unrealized
GENERAL AMERN INVS INC 1.4%
Value ($000) $2,711 Shares 81,392 Est. Cost $33.96 Unrealized
CLOUGH GLOBAL DIVND AND INC 1.3%
Value ($000) $2,627 Shares 236,637 Est. Cost $11.78 Unrealized
ADAMS DIVERSIFIED EQUITY FD 1.3%
Value ($000) $2,575 Shares 178,326 Est. Cost $14.49 Unrealized
ABERDEEN GLOBAL DYNAMIC DIVI 1.3%
Value ($000) $2,481 Shares 262,008 Est. Cost $10.25 Unrealized
FIRST TR ENHANCED EQTY INC F 1.2%
Value ($000) $2,425 Shares 161,342 Est. Cost $15.26 Unrealized
DREYFUS ALCENTRA GBL CR INCO 1.2%
Value ($000) $2,408 Shares 273,230 Est. Cost $9.02 Unrealized
BOULDER GROWTH & INCOME FD I 1.2%
Value ($000) $2,362 Shares 219,150 Est. Cost $10.39 Unrealized
PIMCO INCOME STRATEGY FUND I 1.2%
Value ($000) $2,343 Shares 227,736 Est. Cost $9.53 Unrealized
ROYCE MICRO-CAP TR INC 1.2%
Value ($000) $2,335 Shares 280,270 Est. Cost $7.80 Unrealized
BLACKROCK FLOAT RATE OME STR 1.1%
Value ($000) $2,172 Shares 173,736 Est. Cost $12.91 Unrealized
KKR INCOME OPPORTUNITIES FD 1.1%
Value ($000) $2,117 Shares 136,760 Est. Cost $14.94 Unrealized
NEW GERMANY FD INC 1.1%
Value ($000) $2,097 Shares 149,981 Est. Cost $14.70 Unrealized
COHEN & STEERS CLOSED END OP 1.0%
Value ($000) $2,043 Shares 165,313 Est. Cost $12.36 Unrealized
VOYA GLBL ADV & PREM OPP FD 1.0%
Value ($000) $2,004 Shares 185,697 Est. Cost $10.29 Unrealized
FIRST TR SR FLG RTE INCM FD 1.0%
Value ($000) $1,989 Shares 168,305 Est. Cost $12.18 Unrealized
BLACKROCK DEBT STRAT FD INC 0.9%
Value ($000) $1,851 Shares 172,685 Est. Cost $10.85 Unrealized
BLACKSTONE GSO STRATEGIC CR 0.9%
Value ($000) $1,800 Shares 126,347 Est. Cost $13.47 Unrealized
CALAMOS CONV OPP AND INC FD 0.9%
Value ($000) $1,791 Shares 176,526 Est. Cost $9.99 Unrealized
ALLIANZGI NFJ DIVID INT & PR 0.9%
Value ($000) $1,780 Shares 147,612 Est. Cost $12.27 Unrealized
IVY HIGH INC OPPORTUNITIES F 0.9%
Value ($000) $1,764 Shares 130,473 Est. Cost $14.55 Unrealized
EATON VANCE TAX MNGD GBL DV 0.9%
Value ($000) $1,705 Shares 209,485 Est. Cost $7.78 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.8%
Value ($000) $1,662 Shares 134,103 Est. Cost $10.59 Unrealized
CALAMOS CONV & HIGH INCOME F 0.8%
Value ($000) $1,612 Shares 148,571 Est. Cost $9.40 Unrealized
GUGGENHEIM ENHNCD EQTY INCM 0.8%
Value ($000) $1,598 Shares 203,271 Est. Cost $7.12 Unrealized
XPHDX PIONEER FLOATING RATE TR 0.8%
Value ($000) $1,566 Shares 150,537 Est. Cost $11.48 Unrealized
BLACKROCK FLOATING RATE INCO 0.8%
Value ($000) $1,539 Shares 126,028 Est. Cost $11.90 Unrealized
MFS CHARTER INCOME TR 0.7%
Value ($000) $1,464 Shares 185,348 Est. Cost $7.90 Unrealized
BLACKROCK ENHANCED GBL DIV T 0.7%
Value ($000) $1,437 Shares 134,329 Est. Cost $10.86 Unrealized
ABERDEEN INCOME CR STRATEGIE 0.7%
Value ($000) $1,434 Shares 118,288 Est. Cost $10.48 Unrealized
EATON VANCE LTD DUR INCOME F 0.7%
Value ($000) $1,422 Shares 112,419 Est. Cost $12.65 Unrealized
WELLS FARGO INCOME OPPORTUNI 0.6%
Value ($000) $1,197 Shares 151,891 Est. Cost $7.88 Unrealized
NUVEEN DIVERSIFIED DIV INCM 0.6%
Value ($000) $1,189 Shares 114,742 Est. Cost $10.36 Unrealized
FRANKLIN LTD DURATION INC TR 0.6%
Value ($000) $1,164 Shares 120,865 Est. Cost $9.24 Unrealized
BLACKROCK LTD DURATION INC T 0.6%
Value ($000) $1,147 Shares 78,057 Est. Cost $14.96 Unrealized
VIRTUS GLOBAL MULTI-SEC INC 0.6%
Value ($000) $1,138 Shares 92,880 Est. Cost $13.36 Unrealized
EATON VANCE SH TM DR DIVR IN 0.5%
Value ($000) $1,028 Shares 79,282 Est. Cost $12.97 Unrealized
NEW IRELAND FUND INC 0.5%
Value ($000) $986 Shares 109,392 Est. Cost $12.19 Unrealized
BLACKSTONE GSO FLTING RTE FU 0.5%
Value ($000) $959 Shares 58,416 Est. Cost $15.33 Unrealized
EATON VANCE ENHANCED EQ INC 0.5%
Value ($000) $920 Shares 64,058 Est. Cost $12.95 Unrealized
PIMCO INCOME STRATEGY FUND 0.5%
Value ($000) $898 Shares 78,296 Est. Cost $10.87 Unrealized
HERZFELD CARIBBEAN BASIN FD 0.4%
Value ($000) $878 Shares 150,081 Est. Cost $6.74 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.4%
Value ($000) $877 Shares 66,433 Est. Cost $12.07 Unrealized
XXCHNXX CHINA FD INC 0.4%
Value ($000) $873 Shares 42,857 Est. Cost $21.80 Unrealized
HANCOCK JOHN INV TRUST 0.4%
Value ($000) $864 Shares 126,141 Est. Cost $6.90 Unrealized
SPECIAL OPPORTUNITIES FD INC 0.4%
Value ($000) $839 Shares 33,482 Est. Cost $25.44 Unrealized
NUVEEN FLTNG RTE INCM OPP FD 0.4%
Value ($000) $823 Shares 85,773 Est. Cost $9.60 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.4%
Value ($000) $800 Shares 78,000 Est. Cost $10.26 Unrealized
ABERDEEN GLOBAL INCOME FD IN 0.4%
Value ($000) $784 Shares 96,471 Est. Cost $7.12 Unrealized
SPROTT FOCUS TR INC 0.4%
Value ($000) $752 Shares 109,849 Est. Cost $7.43 Unrealized
TEMPLETON DRAGON FD INC 0.4%
Value ($000) $736 Shares 37,014 Est. Cost $21.59 Unrealized
MFS INTER INCOME TR 0.4%
Value ($000) $731 Shares 192,497 Est. Cost $3.80 Unrealized
MFS MULTIMARKET INCOME TR 0.4%
Value ($000) $711 Shares 125,210 Est. Cost $5.68 Unrealized
APOLLO SR FLOATING RATE FD I 0.4%
Value ($000) $696 Shares 46,922 Est. Cost $15.29 Unrealized
FIRST TR SR FLOATING RATE 20 0.3%
Value ($000) $673 Shares 76,991 Est. Cost $8.74 Unrealized
GABELLI CONV&INCOM SECS FD I 0.3%
Value ($000) $670 Shares 128,757 Est. Cost $4.39 Unrealized
EATON VANCE SR FLTNG RTE TR 0.3%
Value ($000) $666 Shares 51,167 Est. Cost $13.02 Unrealized
MFS INTERMEDIATE HIGH INC FD 0.3%
Value ($000) $624 Shares 244,719 Est. Cost $2.14 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 0.3%
Value ($000) $602 Shares 72,957 Est. Cost $8.75 Unrealized
MORGAN STANLEY CHINA A SH FD 0.3%
Value ($000) $601 Shares 25,758 Est. Cost $23.08 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.3%
Value ($000) $580 Shares 51,290 Est. Cost $10.60 Unrealized
WELLS FARGO MULTI SECTOR INC 0.3%
Value ($000) $578 Shares 47,806 Est. Cost $11.85 Unrealized
ELLSWORTH GRWTH AND INCOME L 0.3%
Value ($000) $551 Shares 57,375 Est. Cost $9.41 Unrealized
DELAWARE ENHANCED GBL DIV & 0.3%
Value ($000) $551 Shares 57,000 Est. Cost $8.96 Unrealized
FIRST TR HIGH INCOME L/S FD 0.3%
Value ($000) $526 Shares 36,021 Est. Cost $14.60 Unrealized
WESTERN ASSET HGH YLD DFNDFD 0.3%
Value ($000) $512 Shares 34,687 Est. Cost $14.76 Unrealized
NUVEEN FLOATING RATE INCOME 0.2%
Value ($000) $486 Shares 50,465 Est. Cost $9.63 Unrealized
DREYFUS HIGH YIELD STRATEGIE 0.2%
Value ($000) $481 Shares 156,622 Est. Cost $3.07 Unrealized
XAI OCTAGON FLOATNG RATE ALT 0.2%
Value ($000) $448 Shares 51,588 Est. Cost $7.31 Unrealized
ABERDEEN ASIA PACIFIC INCOM 0.2%
Value ($000) $444 Shares 104,972 Est. Cost $3.92 Unrealized
TEKLA HEALTHCARE INVS 0.2%
Value ($000) $422 Shares 20,529 Est. Cost $22.05 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.2%
Value ($000) $419 Shares 27,631 Est. Cost $15.76 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.2%
Value ($000) $399 Shares 50,136 Est. Cost $8.69 Unrealized
EATON VANCE HIGH INCOME 2021 0.2%
Value ($000) $391 Shares 40,234 Est. Cost $8.92 Unrealized
WELLS FARGO GLOBAL DIVIDEND 0.2%
Value ($000) $381 Shares 72,765 Est. Cost $5.24 Unrealized
VOYA ASIA PAC DIVID EQUITY I 0.2%
Value ($000) $341 Shares 36,400 Est. Cost $10.57 Unrealized
WESTERN ASSET VAR RT STRG FD 0.2%
Value ($000) $339 Shares 21,263 Est. Cost $15.94 Unrealized
FRANKLIN UNVL TR 0.2%
Value ($000) $321 Shares 45,577 Est. Cost $7.04 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.2%
Value ($000) $315 Shares 19,235 Est. Cost $16.99 Unrealized
COLUMBIA SELIGM PREM TECH GR 0.2%
Value ($000) $314 Shares 15,614 Est. Cost $17.13 Unrealized
EATON VANCE FLTG RATE INCOM 0.2%
Value ($000) $305 Shares 20,622 Est. Cost $14.79 Unrealized
NUVEEN REAL ASSET INM AND GW 0.2%
Value ($000) $297 Shares 18,500 Est. Cost $14.17 Unrealized
THL CR SR LN FD 0.1%
Value ($000) $293 Shares 19,058 Est. Cost $15.37 Unrealized
EATON VANCE FLTING RATE INC 0.1%
Value ($000) $268 Shares 20,310 Est. Cost $13.20 Unrealized
FIRST TR ABERDEEN GLBL OPP F 0.1%
Value ($000) $254 Shares 25,322 Est. Cost $10.03 Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $248 Shares 40,280 Est. Cost $6.38 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $245 Shares 12,281 Est. Cost $17.33 Unrealized
VOYA PRIME RATE TR 0.1%
Value ($000) $229 Shares 48,000 Est. Cost $4.77 Unrealized
TAIWAN FD INC 0.1%
Value ($000) $224 Shares 12,500 Est. Cost $17.92 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.1%
Value ($000) $193 Shares 13,620 Est. Cost $14.17 Unrealized
NUVEEN DOW 30 DYN OVERWRITE 0.1%
Value ($000) $185 Shares 10,253 Est. Cost $16.13 Unrealized
PUTNAM PREMIER INCOME TR 0.1%
Value ($000) $184 Shares 35,719 Est. Cost $4.70 Unrealized
XPHTX PIONEER HIGH INCOME TR 0.1%
Value ($000) $183 Shares 20,447 Est. Cost $9.66 Unrealized
WESTERN ASSET HIGH INCM OPP 0.1%
Value ($000) $182 Shares 37,761 Est. Cost $4.79 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.1%
Value ($000) $175 Shares 27,000 Est. Cost $7.32 Unrealized
COHEN & STEERS GLOBAL INC BL 0.1%
Value ($000) $175 Shares 20,498 Est. Cost $8.54 Unrealized
CREDIT SUISSE ASSET MGMT INC 0.1%
Value ($000) $170 Shares 54,793 Est. Cost $3.03 Unrealized