1607 Capital Partners, LLC Diversified Active

CIK: 0001436866 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $1,823,769 (100.0% shares, 0.0% debt)

Holdings (124)

EWJ ISHARES INC 13.6%
Value ($000) $247,482 Shares 4,506,228 Est. Cost $51.91 Unrealized
IEF ISHARES TR 8.5%
Value ($000) $154,184 Shares 1,265,150 Est. Cost $111.84 Unrealized
EZU ISHARES INC 5.4%
Value ($000) $99,098 Shares 2,716,491 Est. Cost $37.29 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 3.6%
Value ($000) $65,124 Shares 8,457,661 Est. Cost $8.61 Unrealized
MBB ISHARES TR 2.5%
Value ($000) $45,210 Shares 408,400 Est. Cost $107.63 Unrealized
JAPAN SMALLER CAPITALIZATION 2.5%
Value ($000) $44,813 Shares 5,730,612 Est. Cost $9.11 Unrealized
GOVT ISHARES TR 2.4%
Value ($000) $43,305 Shares 1,547,150 Est. Cost $28.00 Unrealized
MFS INTER INCOME TR 2.3%
Value ($000) $42,780 Shares 11,562,255 Est. Cost $3.92 Unrealized
BLACKROCK ENHANCED INTL DIV 2.2%
Value ($000) $39,496 Shares 7,683,978 Est. Cost $5.88 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $38,801 Shares 125,830 Est. Cost $275.74 Unrealized
BLACKROCK ENHANCED GLOBAL DI 2.1%
Value ($000) $38,505 Shares 4,087,537 Est. Cost $12.62 Unrealized
EWQ ISHARES INC 2.0%
Value ($000) $37,288 Shares 1,359,874 Est. Cost $28.09 Unrealized
BLACKROCK RES & COMMODITIES 1.9%
Value ($000) $33,843 Shares 5,520,850 Est. Cost $9.91 Unrealized
WESTERN AST INFL LKD OPP & I 1.8%
Value ($000) $32,187 Shares 2,936,753 Est. Cost $11.50 Unrealized
ADAMS DIVERSIFIED EQUITY FD 1.7%
Value ($000) $31,877 Shares 2,137,962 Est. Cost $13.87 Unrealized
EWL ISHARES INC 1.7%
Value ($000) $31,872 Shares 818,080 Est. Cost $32.03 Unrealized
MORGAN STANLEY CHINA A SH FD 1.6%
Value ($000) $30,084 Shares 1,541,984 Est. Cost $24.88 Unrealized
XJEQX ABERDEEN JAPAN EQUITY FD INC 1.5%
Value ($000) $27,641 Shares 3,566,557 Est. Cost $7.14 Unrealized
EATON VANCE LTD DURATION INC 1.4%
Value ($000) $25,821 Shares 2,291,088 Est. Cost $12.67 Unrealized
GENERAL AMERN INVS INC 1.4%
Value ($000) $25,481 Shares 800,882 Est. Cost $33.40 Unrealized
DWS MUN INCOME TR 1.3%
Value ($000) $23,991 Shares 2,221,348 Est. Cost $10.82 Unrealized
ABERDEEN EMRG MRKTS EQT INM 1.3%
Value ($000) $23,137 Shares 3,824,273 Est. Cost $6.80 Unrealized
NEW GERMANY FD INC 1.2%
Value ($000) $22,174 Shares 1,460,711 Est. Cost $16.16 Unrealized
TEMPLETON EMERGING MKTS FD 1.1%
Value ($000) $19,738 Shares 1,442,831 Est. Cost $14.64 Unrealized
EWA ISHARES INC 1.1%
Value ($000) $19,648 Shares 1,019,611 Est. Cost $22.97 Unrealized
BLACKROCK MUNIYIELD QUALITY 1.0%
Value ($000) $18,863 Shares 1,448,768 Est. Cost $12.72 Unrealized
DUFF & PHELPS UTIL CORP BD T 0.9%
Value ($000) $16,954 Shares 1,813,313 Est. Cost $9.14 Unrealized
ALLIANCEBERNSTEIN NATL MUNI 0.9%
Value ($000) $16,731 Shares 1,253,245 Est. Cost $13.04 Unrealized
TEMPLETON DRAGON FD INC 0.9%
Value ($000) $16,405 Shares 812,944 Est. Cost $23.77 Unrealized
EUROPEAN EQUITY FD INC 0.9%
Value ($000) $16,106 Shares 1,935,779 Est. Cost $7.57 Unrealized
WESTERN ASSET PREMIER BD FD 0.9%
Value ($000) $15,658 Shares 1,192,512 Est. Cost $12.81 Unrealized
HANCOCK JOHN INCOME SECS TR 0.8%
Value ($000) $13,870 Shares 960,560 Est. Cost $13.80 Unrealized
KOREA FD 0.8%
Value ($000) $13,809 Shares 534,120 Est. Cost $34.05 Unrealized
EATON VANCE MUNI INCOME TRUS 0.8%
Value ($000) $13,724 Shares 1,098,839 Est. Cost $11.81 Unrealized
MFS GOVT MKTS INCOME TR 0.7%
Value ($000) $13,596 Shares 2,955,700 Est. Cost $4.54 Unrealized
TAIWAN FD INC 0.7%
Value ($000) $13,126 Shares 618,836 Est. Cost $16.93 Unrealized
HANCOCK JOHN INVS TR 0.7%
Value ($000) $13,049 Shares 841,308 Est. Cost $15.31 Unrealized
ALLIANZGI DIVIDEND INT & PRM 0.7%
Value ($000) $12,812 Shares 1,145,985 Est. Cost $11.94 Unrealized
EATON VANCE MUN BD FD 0.7%
Value ($000) $12,716 Shares 999,658 Est. Cost $12.30 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.7%
Value ($000) $12,208 Shares 814,924 Est. Cost $13.67 Unrealized
TEMPLETON GLOBAL INCOME FD 0.7%
Value ($000) $12,039 Shares 2,241,965 Est. Cost $5.78 Unrealized
NUVEEN AMT-FREE MUN VALUE FD 0.6%
Value ($000) $11,745 Shares 750,483 Est. Cost $15.65 Unrealized
CENTRAL SECS CORP 0.6%
Value ($000) $11,569 Shares 401,007 Est. Cost $24.31 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $11,243 Shares 107,600 Est. Cost $104.49 Unrealized
XEGFX BLACKROCK ENHANCED GOVT FD I 0.6%
Value ($000) $11,208 Shares 860,196 Est. Cost $13.59 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.5%
Value ($000) $9,884 Shares 716,241 Est. Cost $13.20 Unrealized
BLACKROCK ENH CAP & INC FD I 0.5%
Value ($000) $9,573 Shares 661,583 Est. Cost $14.39 Unrealized
SUB ISHARES TR 0.5%
Value ($000) $9,512 Shares 88,186 Est. Cost $106.13 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.5%
Value ($000) $9,358 Shares 1,506,907 Est. Cost $8.72 Unrealized
SPROTT FOCUS TR INC 0.5%
Value ($000) $8,973 Shares 1,520,794 Est. Cost $7.01 Unrealized
WESTERN ASSET INTER MUNI FD 0.5%
Value ($000) $8,828 Shares 1,031,268 Est. Cost $8.67 Unrealized
BLACKROCK FLOATING RATE INCO 0.5%
Value ($000) $8,822 Shares 803,500 Est. Cost $12.15 Unrealized
CBRE CLARION GLOBAL REAL EST 0.5%
Value ($000) $8,692 Shares 1,455,973 Est. Cost $7.93 Unrealized
ABERDEEN AUSTRALIA EQUITY FD 0.5%
Value ($000) $8,293 Shares 1,855,233 Est. Cost $5.03 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.4%
Value ($000) $8,114 Shares 1,105,481 Est. Cost $8.14 Unrealized
NUVEEN MULTI MKT INCOME FD 0.4%
Value ($000) $7,856 Shares 1,138,489 Est. Cost $7.18 Unrealized
ABERDEEN ASIA-PACIFIC INCOME 0.4%
Value ($000) $7,803 Shares 2,048,056 Est. Cost $3.84 Unrealized
XXCHNXX CHINA FD INC 0.4%
Value ($000) $7,425 Shares 332,503 Est. Cost $19.77 Unrealized
XPMAX PIONEER MUN HIGH INCOME ADVA 0.4%
Value ($000) $7,212 Shares 686,214 Est. Cost $10.18 Unrealized
THE CENTRAL AND EASTERN EU I 0.4%
Value ($000) $6,916 Shares 331,211 Est. Cost $27.69 Unrealized
NUVEEN SELECT MAT MUN FD 0.4%
Value ($000) $6,821 Shares 666,590 Est. Cost $9.78 Unrealized
NUVEEN SELECT TAX FREE INCOM 0.4%
Value ($000) $6,782 Shares 418,622 Est. Cost $14.66 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTY 0.4%
Value ($000) $6,766 Shares 1,451,965 Est. Cost $6.08 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.4%
Value ($000) $6,398 Shares 460,296 Est. Cost $13.63 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.3%
Value ($000) $6,344 Shares 859,642 Est. Cost $6.38 Unrealized
FIRST TRUST MORTGAGE INCM FD 0.3%
Value ($000) $6,267 Shares 454,488 Est. Cost $15.10 Unrealized
XBFZX BLACKROCK CALIF MUN INCOME T 0.3%
Value ($000) $6,080 Shares 461,641 Est. Cost $12.61 Unrealized
NEW IRELAND FD INC 0.3%
Value ($000) $6,061 Shares 782,097 Est. Cost $10.40 Unrealized
XFDEX FIRST TR DYNAMIC EUROPE EQUI 0.3%
Value ($000) $6,050 Shares 585,106 Est. Cost $13.70 Unrealized
NUVEEN MUN VALUE FD INC 0.3%
Value ($000) $5,643 Shares 553,211 Est. Cost $9.84 Unrealized
LAZARD GLOBAL TOTAL RETURN & 0.3%
Value ($000) $4,841 Shares 343,549 Est. Cost $16.04 Unrealized
BLACKROCK MUNIHOLDINGS QUALI 0.2%
Value ($000) $4,290 Shares 346,273 Est. Cost $12.16 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWR 0.2%
Value ($000) $4,145 Shares 304,552 Est. Cost $13.20 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.2%
Value ($000) $4,125 Shares 294,235 Est. Cost $14.05 Unrealized
VOYA ASIA PAC DIVID EQUITY I 0.2%
Value ($000) $3,985 Shares 519,858 Est. Cost $8.93 Unrealized
MACQUARIE GLOBAL INFRASTRUCT 0.2%
Value ($000) $3,723 Shares 211,391 Est. Cost $19.67 Unrealized
DTF TAX-FREE INCOME INC 0.2%
Value ($000) $3,624 Shares 254,857 Est. Cost $12.90 Unrealized
ROYCE VALUE TR INC 0.2%
Value ($000) $3,623 Shares 288,894 Est. Cost $11.42 Unrealized
FEDERATED HERMES PREM MUNI I 0.2%
Value ($000) $3,454 Shares 261,701 Est. Cost $12.93 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.2%
Value ($000) $3,400 Shares 262,984 Est. Cost $13.13 Unrealized
ROYCE MICRO-CAP TR INC 0.2%
Value ($000) $3,373 Shares 468,489 Est. Cost $7.20 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.2%
Value ($000) $3,370 Shares 306,340 Est. Cost $11.00 Unrealized
NUVEEN GEORGIA QLTY MUN INC 0.2%
Value ($000) $3,170 Shares 259,834 Est. Cost $11.67 Unrealized
TEKLA LIFE SCIENCES INVS 0.2%
Value ($000) $3,143 Shares 175,024 Est. Cost $16.71 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.2%
Value ($000) $3,126 Shares 418,530 Est. Cost $9.05 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TR 0.2%
Value ($000) $3,103 Shares 229,701 Est. Cost $12.66 Unrealized
SWISS HELVETIA FD INC 0.2%
Value ($000) $3,082 Shares 393,089 Est. Cost $11.37 Unrealized
MORGAN STANLEY INDIA INVT FD 0.2%
Value ($000) $2,803 Shares 172,596 Est. Cost $18.07 Unrealized
NUVEEN INT DUR QUAL MUN TRM 0.1%
Value ($000) $2,708 Shares 190,542 Est. Cost $13.70 Unrealized
XMUSX BLACKROCK MUNIHOLDINGS QUALI 0.1%
Value ($000) $2,515 Shares 207,183 Est. Cost $12.00 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.1%
Value ($000) $2,420 Shares 500,952 Est. Cost $5.25 Unrealized
MEXICO FD INC 0.1%
Value ($000) $2,405 Shares 245,278 Est. Cost $15.84 Unrealized
WESTERN ASST INFLTN LKD INM 0.1%
Value ($000) $2,380 Shares 202,058 Est. Cost $11.53 Unrealized
TEKLA HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $2,335 Shares 131,167 Est. Cost $17.12 Unrealized
ADAM NAT RES FD INC 0.1%
Value ($000) $2,316 Shares 210,049 Est. Cost $19.01 Unrealized
INDIA FD INC 0.1%
Value ($000) $2,256 Shares 145,756 Est. Cost $20.11 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.1%
Value ($000) $2,141 Shares 192,347 Est. Cost $10.21 Unrealized
MFS MUN INCOME TR 0.1%
Value ($000) $1,784 Shares 285,889 Est. Cost $6.18 Unrealized
XENWX EATON VANCE NEW YORK MUN BD 0.1%
Value ($000) $1,709 Shares 146,108 Est. Cost $11.36 Unrealized
MADISON COVERED CALL & EQUIT 0.1%
Value ($000) $1,648 Shares 292,276 Est. Cost $5.08 Unrealized
DWS STRATEGIC MUN INCOME TR 0.1%
Value ($000) $1,593 Shares 151,670 Est. Cost $10.40 Unrealized
EATON VANCE NATL MUN OPPORTU 0.1%
Value ($000) $1,561 Shares 79,457 Est. Cost $19.53 Unrealized
XFEOX FIRST TR/ABERDEEN EMERG OPT 0.1%
Value ($000) $1,552 Shares 131,395 Est. Cost $15.61 Unrealized
WESTERN ASSET MUN DEF OPP TR 0.1%
Value ($000) $1,534 Shares 77,693 Est. Cost $19.10 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY 0.1%
Value ($000) $1,437 Shares 112,500 Est. Cost $12.50 Unrealized
WESTERN ASSET MUN HIGH INCOM 0.1%
Value ($000) $1,379 Shares 193,741 Est. Cost $7.07 Unrealized
ABERDEEN GLOBAL DYNAMIC DIVI 0.1%
Value ($000) $1,342 Shares 150,250 Est. Cost $10.18 Unrealized
XHIEX MILLER HOWARD HIGH INC EQTY 0.1%
Value ($000) $1,226 Shares 200,943 Est. Cost $6.10 Unrealized
MFS INVT GRADE MUN TR 0.1%
Value ($000) $1,190 Shares 126,097 Est. Cost $9.04 Unrealized
TEKLA HEALTHCARE INVS 0.1%
Value ($000) $1,168 Shares 54,762 Est. Cost $21.33 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.1%
Value ($000) $1,153 Shares 140,810 Est. Cost $8.48 Unrealized
GDL FUND 0.1%
Value ($000) $1,097 Shares 133,336 Est. Cost $8.23 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $856 Shares 101,880 Est. Cost $8.15 Unrealized
NUVEEN CALIF MUNICPAL VALUE 0.0%
Value ($000) $826 Shares 57,267 Est. Cost $14.42 Unrealized
HANCOCK JOHN INVT TR 0.0%
Value ($000) $696 Shares 132,810 Est. Cost $6.49 Unrealized
EATON VANCE TXMGD GL BUYWR O 0.0%
Value ($000) $536 Shares 61,981 Est. Cost $8.65 Unrealized
NUVEEN CALIF MUN VALUE FD IN 0.0%
Value ($000) $491 Shares 48,003 Est. Cost $9.22 Unrealized
WESTERN ASSET GLOBAL CP DEFI 0.0%
Value ($000) $398 Shares 24,296 Est. Cost $17.05 Unrealized
VOYA INTL HIGH DIVID EQTY IN 0.0%
Value ($000) $302 Shares 73,035 Est. Cost $4.14 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $286 Shares 50,000 Est. Cost $4.84 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $194 Shares 7,850 Est. Cost $20.89 Unrealized
ROYCE GLOBAL VALUE TR INC 0.0%
Value ($000) $180 Shares 15,525 Est. Cost $7.43 Unrealized
NUVEEN CORE EQUITY ALPHA FD 0.0%
Value ($000) $155 Shares 12,666 Est. Cost $12.24 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $136 Shares 8,648 Est. Cost $14.97 Unrealized