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Institutional Investment Manager
Shaker Financial Services, LLC
Shaker Financial Services, LLC (CIK: 0001511794) incorporated in Maryland, located at 1100 N. Glebe Rd., Arlington, VA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q2)
Portfolio Summary: 153 holdings with a total value of $164,476,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 328,048 4,265,000 2.59%
152 TRI CONTL CORP 211,582 4,439,000 2.70%
153 LIBERTY ALL STAR EQUITY FD 801,249 4,816,000 2.93%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001309, filed 2014.08.04).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.