Shaker Financial Services, LLC Diversified Active

CIK: 0001511794 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 8, 2019

Total Value ($000): $192,322 (100.0% shares, 0.0% debt)

Holdings (120)

NUVEEN CORE EQUITY ALPHA FUN 4.9%
Value ($000) $9,499 Shares 676,590 Est. Cost $13.10 Unrealized
NUVEEN TX ADV TOTAL RET STRG 4.5%
Value ($000) $8,682 Shares 758,949 Est. Cost $10.55 Unrealized
CENTRAL SECS CORP 3.4%
Value ($000) $6,567 Shares 215,166 Est. Cost $22.46 Unrealized
NUVEEN TAX ADVANTAGED DIV GR 3.2%
Value ($000) $6,186 Shares 372,226 Est. Cost $14.50 Unrealized
SPECIAL OPPORTUNITIES FD INC 3.2%
Value ($000) $6,135 Shares 446,202 Est. Cost $15.04 Unrealized
BLACKROCK ENH CAP & INC FD I 3.1%
Value ($000) $5,923 Shares 374,884 Est. Cost $15.78 Unrealized
EATON VANCE TX ADV GLBL DIV 2.8%
Value ($000) $5,397 Shares 336,240 Est. Cost $14.53 Unrealized
ROYCE VALUE TR INC 2.6%
Value ($000) $5,046 Shares 362,515 Est. Cost $12.61 Unrealized
SOURCE CAP INC 2.6%
Value ($000) $4,995 Shares 136,601 Est. Cost $36.66 Unrealized
GABELLI DIVD & INCOME TR 2.2%
Value ($000) $4,326 Shares 199,608 Est. Cost $20.89 Unrealized
GENERAL AMERN INVS INC 2.2%
Value ($000) $4,298 Shares 121,093 Est. Cost $34.46 Unrealized
APOLLO TACTICAL INCOME FD IN 2.2%
Value ($000) $4,254 Shares 288,384 Est. Cost $15.03 Unrealized
CALAMOS STRATEGIC TOTL RETN 2.2%
Value ($000) $4,200 Shares 329,157 Est. Cost $11.88 Unrealized
NUVEEN DOW 30 DYN OVERWRITE 2.1%
Value ($000) $4,036 Shares 229,212 Est. Cost $17.54 Unrealized
ROYCE MICRO-CAP TR INC 2.0%
Value ($000) $3,930 Shares 478,059 Est. Cost $7.98 Unrealized
BLACKROCK ENHANCED EQT DIV T 1.9%
Value ($000) $3,692 Shares 416,188 Est. Cost $7.92 Unrealized
BOULDER GROWTH & INCOME FD I 1.8%
Value ($000) $3,534 Shares 314,392 Est. Cost $10.65 Unrealized
ARES DYNAMIC CR ALLOCATION F 1.7%
Value ($000) $3,365 Shares 222,373 Est. Cost $14.87 Unrealized
IVY HIGH INC OPPORTUNITIES F 1.7%
Value ($000) $3,225 Shares 237,670 Est. Cost $14.11 Unrealized
BROOKFIELD REAL ASSETS INCOM 1.7%
Value ($000) $3,183 Shares 146,753 Est. Cost $19.07 Unrealized
EATON VANCE LTD DUR INCOME F 1.6%
Value ($000) $3,065 Shares 242,311 Est. Cost $12.65 Unrealized
EUROPEAN EQUITY FUND 1.6%
Value ($000) $3,039 Shares 344,182 Est. Cost $8.37 Unrealized
HANCOCK JOHN INVS TR 1.6%
Value ($000) $2,983 Shares 181,882 Est. Cost $15.98 Unrealized
SPROTT FOCUS TR INC 1.4%
Value ($000) $2,737 Shares 406,091 Est. Cost $6.93 Unrealized
ABERDEEN GLOBAL DYNAMIC DIVI 1.2%
Value ($000) $2,376 Shares 246,513 Est. Cost $10.25 Unrealized
EATON VANCE TXMGD GL BUYWR O 1.2%
Value ($000) $2,336 Shares 238,611 Est. Cost $9.71 Unrealized
CLOUGH GLOBAL DIVND AND INC 1.2%
Value ($000) $2,304 Shares 205,891 Est. Cost $11.78 Unrealized
NEW GERMANY FD INC 1.0%
Value ($000) $1,996 Shares 140,358 Est. Cost $14.70 Unrealized
JOHN HANCOCK HDG EQ & INC FD 1.0%
Value ($000) $1,924 Shares 136,450 Est. Cost $14.10 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.9%
Value ($000) $1,734 Shares 185,412 Est. Cost $9.35 Unrealized
BLACKROCK DEBT STRAT FD INC 0.9%
Value ($000) $1,703 Shares 158,147 Est. Cost $10.85 Unrealized
ALLIANCEBERNSTEIN GBL HGH IN 0.9%
Value ($000) $1,701 Shares 144,426 Est. Cost $11.78 Unrealized
ALLIANZGI NFJ DIVID INT & PR 0.9%
Value ($000) $1,663 Shares 134,141 Est. Cost $12.27 Unrealized
BLACKROCK LTD DURATION INC T 0.8%
Value ($000) $1,618 Shares 107,848 Est. Cost $14.97 Unrealized
ALLIANZGI CON INCM 2024 TARG 0.8%
Value ($000) $1,601 Shares 173,474 Est. Cost $8.96 Unrealized
FRANKLIN UNVL TR 0.8%
Value ($000) $1,597 Shares 218,120 Est. Cost $7.26 Unrealized
ABERDEEN ASIA PACIFIC INCOM 0.8%
Value ($000) $1,572 Shares 376,187 Est. Cost $4.11 Unrealized
FIRST TR SR FLG RTE INCM FD 0.8%
Value ($000) $1,559 Shares 129,337 Est. Cost $12.18 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.8%
Value ($000) $1,558 Shares 77,999 Est. Cost $19.56 Unrealized
PGIM GLOBAL HIGH YIELD FD IN 0.8%
Value ($000) $1,443 Shares 99,830 Est. Cost $14.45 Unrealized
BLACKROCK MULTI-SECTOR INC T 0.7%
Value ($000) $1,429 Shares 81,889 Est. Cost $16.48 Unrealized
THL CR SR LN FD 0.7%
Value ($000) $1,415 Shares 92,758 Est. Cost $15.28 Unrealized
FRANKLIN LTD DURATION INC TR 0.7%
Value ($000) $1,340 Shares 139,171 Est. Cost $9.29 Unrealized
NUVEEN SHT DUR CR OPP FD 0.7%
Value ($000) $1,333 Shares 84,073 Est. Cost $15.86 Unrealized
BLACKSTONE GSO STRATEGIC CR 0.7%
Value ($000) $1,304 Shares 88,866 Est. Cost $13.47 Unrealized
WESTERN ASSET GLOBAL CP DEFI 0.7%
Value ($000) $1,294 Shares 75,459 Est. Cost $17.15 Unrealized
BNY MELLON HIGH YIELD STRATE 0.7%
Value ($000) $1,286 Shares 420,294 Est. Cost $3.06 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.6%
Value ($000) $1,241 Shares 80,246 Est. Cost $15.57 Unrealized
XPHDX PIONEER FLOATING RATE TR 0.6%
Value ($000) $1,220 Shares 114,080 Est. Cost $11.48 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.6%
Value ($000) $1,200 Shares 184,066 Est. Cost $6.64 Unrealized
APOLLO SR FLOATING RATE FD I 0.6%
Value ($000) $1,169 Shares 78,186 Est. Cost $15.15 Unrealized
NUVEEN FLTNG RTE INCM OPP FD 0.6%
Value ($000) $1,129 Shares 115,877 Est. Cost $9.63 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.6%
Value ($000) $1,104 Shares 49,350 Est. Cost $22.37 Unrealized
KKR INCOME OPPORTUNITIES FD 0.6%
Value ($000) $1,085 Shares 68,981 Est. Cost $14.94 Unrealized
CREDIT SUISSE ASSET MGMT INC 0.5%
Value ($000) $1,052 Shares 338,227 Est. Cost $3.10 Unrealized
GABELLI CONV&INCOM SECS FD I 0.5%
Value ($000) $1,018 Shares 198,404 Est. Cost $4.65 Unrealized
NEW IRELAND FUND INC 0.5%
Value ($000) $973 Shares 108,501 Est. Cost $12.19 Unrealized
HERZFELD CARIBBEAN BASIN FD 0.5%
Value ($000) $928 Shares 145,932 Est. Cost $6.74 Unrealized
FLAHERTY & CRUMRINE DYN PFD 0.5%
Value ($000) $928 Shares 37,081 Est. Cost $25.03 Unrealized
TEMPLETON GLOBAL INCOME FD 0.5%
Value ($000) $915 Shares 143,843 Est. Cost $6.36 Unrealized
XHITX INVESCO HIGH INCOME 2023 TAR 0.5%
Value ($000) $911 Shares 87,223 Est. Cost $10.44 Unrealized
PUTNAM MASTER INTER INCOME T 0.5%
Value ($000) $893 Shares 194,450 Est. Cost $4.59 Unrealized
HANCOCK JOHN INV TRUST 0.5%
Value ($000) $890 Shares 130,332 Est. Cost $6.90 Unrealized
XXCHNXX CHINA FD INC 0.5%
Value ($000) $867 Shares 42,857 Est. Cost $21.80 Unrealized
DUFF & PHELPS UTIL CORP BD T 0.4%
Value ($000) $845 Shares 96,598 Est. Cost $8.75 Unrealized
BLACKROCK FLOAT RATE OME STR 0.4%
Value ($000) $820 Shares 63,921 Est. Cost $12.91 Unrealized
GABELLI GLB SML & MD CP VAL 0.4%
Value ($000) $808 Shares 69,603 Est. Cost $11.61 Unrealized
VIRTUS GLOBAL MULTI-SEC INC 0.4%
Value ($000) $796 Shares 62,894 Est. Cost $13.36 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 0.4%
Value ($000) $784 Shares 93,957 Est. Cost $8.66 Unrealized
ELLSWORTH GRWTH AND INCOME L 0.4%
Value ($000) $773 Shares 75,323 Est. Cost $9.61 Unrealized
LIBERTY ALL STAR EQUITY FD 0.4%
Value ($000) $765 Shares 119,145 Est. Cost $5.39 Unrealized
BLACKROCK ENHANCED GBL DIV T 0.4%
Value ($000) $750 Shares 69,901 Est. Cost $10.86 Unrealized
EATON VANCE FLTING RATE INC 0.4%
Value ($000) $732 Shares 54,332 Est. Cost $13.37 Unrealized
SPECIAL OPPORTUNITIES FD INC 0.4%
Value ($000) $691 Shares 27,482 Est. Cost $25.44 Unrealized
FIRST TR HIGH INCOME L/S FD 0.4%
Value ($000) $681 Shares 45,368 Est. Cost $14.69 Unrealized
MFS INTERMEDIATE HIGH INC FD 0.3%
Value ($000) $635 Shares 250,105 Est. Cost $2.15 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.3%
Value ($000) $634 Shares 47,635 Est. Cost $12.07 Unrealized
TEMPLETON DRAGON FD INC 0.3%
Value ($000) $594 Shares 30,929 Est. Cost $21.59 Unrealized
VOYA PRIME RATE TR 0.3%
Value ($000) $566 Shares 118,850 Est. Cost $4.77 Unrealized
NUVEEN FLOATING RATE INCOME 0.3%
Value ($000) $562 Shares 57,042 Est. Cost $9.66 Unrealized
MORGAN STANLEY CHINA A SH FD 0.3%
Value ($000) $560 Shares 25,758 Est. Cost $23.08 Unrealized
XPHTX PIONEER HIGH INCOME TR 0.3%
Value ($000) $520 Shares 57,812 Est. Cost $9.23 Unrealized
FIRST TR SR FLOATING RATE 20 0.3%
Value ($000) $520 Shares 58,383 Est. Cost $8.74 Unrealized
FIRST TR DYNAMIC EUROPE EQT 0.3%
Value ($000) $516 Shares 36,798 Est. Cost $14.02 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.3%
Value ($000) $485 Shares 62,557 Est. Cost $8.50 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.2%
Value ($000) $479 Shares 44,742 Est. Cost $10.29 Unrealized
NUVEEN DIVERSIFIED DIV INCM 0.2%
Value ($000) $476 Shares 44,720 Est. Cost $10.36 Unrealized
VOYA INTL HIGH DIVID EQTY IN 0.2%
Value ($000) $467 Shares 79,485 Est. Cost $5.88 Unrealized
NUVEEN PFD & INCM SECURTIES 0.2%
Value ($000) $449 Shares 47,302 Est. Cost $9.49 Unrealized
NUVEEN SR INCOME FD 0.2%
Value ($000) $418 Shares 70,537 Est. Cost $5.93 Unrealized
INVESCO HIGH INCOME TR II 0.2%
Value ($000) $415 Shares 28,601 Est. Cost $14.51 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.2%
Value ($000) $414 Shares 19,082 Est. Cost $21.70 Unrealized
TEKLA HEALTHCARE INVS 0.2%
Value ($000) $412 Shares 20,529 Est. Cost $22.05 Unrealized
MFS CHARTER INCOME TR 0.2%
Value ($000) $402 Shares 49,285 Est. Cost $7.90 Unrealized
MFS MULTIMARKET INCOME TR 0.2%
Value ($000) $399 Shares 68,354 Est. Cost $5.68 Unrealized
WESTERN ASSET VAR RT STRG FD 0.2%
Value ($000) $399 Shares 24,500 Est. Cost $15.99 Unrealized
CALAMOS CONV OPP AND INC FD 0.2%
Value ($000) $384 Shares 36,600 Est. Cost $9.99 Unrealized
VOYA ASIA PAC DIVID EQUITY I 0.2%
Value ($000) $336 Shares 36,400 Est. Cost $10.57 Unrealized
CALAMOS CONV & HIGH INCOME F 0.2%
Value ($000) $316 Shares 28,674 Est. Cost $9.40 Unrealized
WESTERN ASSET HGH YLD DFNDFD 0.2%
Value ($000) $309 Shares 20,648 Est. Cost $14.76 Unrealized
EATON VANCE FLTG RATE INCOM 0.2%
Value ($000) $309 Shares 20,622 Est. Cost $14.79 Unrealized
WELLS FARGO GLOBAL DIVIDEND 0.2%
Value ($000) $296 Shares 54,086 Est. Cost $5.24 Unrealized
HANCOCK JOHN INCOME SECS TR 0.2%
Value ($000) $291 Shares 20,236 Est. Cost $14.38 Unrealized
NUVEEN CR OPPORTUNITIES 2022 0.1%
Value ($000) $286 Shares 30,000 Est. Cost $9.53 Unrealized
XDCFX BNY MELLON ALCENTRA GLOBAL C 0.1%
Value ($000) $279 Shares 29,851 Est. Cost $9.35 Unrealized
XHNWX PIONEER DIV HIGH INCOME TRUS 0.1%
Value ($000) $258 Shares 18,025 Est. Cost $14.31 Unrealized
BLACKROCK CR ALLCTN INC TR 0.1%
Value ($000) $244 Shares 18,806 Est. Cost $12.97 Unrealized
BLACKROCK FLOATING RATE INCO 0.1%
Value ($000) $235 Shares 18,895 Est. Cost $11.90 Unrealized
EATON VANCE TAX MNGD GBL DV 0.1%
Value ($000) $225 Shares 27,160 Est. Cost $7.78 Unrealized
TRI CONTL CORP 0.1%
Value ($000) $222 Shares 8,224 Est. Cost $26.99 Unrealized
EATON VANCE SR FLTNG RTE TR 0.1%
Value ($000) $221 Shares 16,848 Est. Cost $13.02 Unrealized
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $215 Shares 26,564 Est. Cost $8.09 Unrealized
TAIWAN FD INC 0.1%
Value ($000) $212 Shares 12,500 Est. Cost $17.92 Unrealized
BLACKROCK ENHANCED INTL DIV 0.1%
Value ($000) $182 Shares 32,456 Est. Cost $5.61 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.1%
Value ($000) $165 Shares 11,276 Est. Cost $14.17 Unrealized
MADISON CVRED CALL & EQ STR 0.1%
Value ($000) $164 Shares 24,806 Est. Cost $6.61 Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $161 Shares 25,882 Est. Cost $6.38 Unrealized
PUTNAM PREMIER INCOME TR 0.1%
Value ($000) $140 Shares 27,242 Est. Cost $4.70 Unrealized
BLACKROCK 2022 GBL INCM OPP 0.1%
Value ($000) $108 Shares 11,443 Est. Cost $9.44 Unrealized
SWISS HELVETIA FD INC 0.0%
Value ($000) $91 Shares 11,495 Est. Cost $7.92 Unrealized