Shaker Financial Services, LLC - Q2 2013 holdings

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$136 Million is the total value of Shaker Financial Services, LLC's 151 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .

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 Value Shares↓ Weighting
No holdings reported for quarter Q2 2013
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2013-08-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
CENTRAL SECS CORP45Q2 20245.1%
EUROPEAN EQUITY FUND45Q2 20242.1%
SPECIAL OPPORTUNITIES FD INC42Q2 20243.3%
ROYCE MICRO-CAP TR INC42Q2 20242.7%
GENERAL AMERN INVS INC41Q2 20244.8%
TRI CONTL CORP41Q2 20244.6%
NEW GERMANY FD INC41Q2 20242.1%
EATON VANCE TX ADV GLBL DIV40Q2 20244.2%
GABELLI DIVID & INCOME TR39Q2 20244.7%
WELLS FARGO INCOME OPPORTUNI39Q2 20241.7%

View Shaker Financial Services, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Shaker Financial Services, LLC Q2 2013 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
SPECIAL OPPORTUNITIES FUND, INC.February 07, 2020196,7302.3%
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INCSold outFebruary 13, 201900.0%
MFS SPECIAL VALUE TRUSTSold outFebruary 05, 201800.0%
GABELLI EQUITY TRUST INCFebruary 13, 2017119,1354.3%

View Shaker Financial Services, LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-08-02
13F-HR2024-05-13
13F-HR2024-02-07
13F-HR2023-11-02
13F-HR2023-08-07
13F-HR2023-05-08
13F-HR2023-02-03
13F-HR2022-11-09
13F-HR2022-08-01
13F-HR2022-05-06

View Shaker Financial Services, LLC's complete filings history.

All filings

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