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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 (2015Q2)
Original 13F HR (0001172661-15-001403) filed in 2015.07.29
#
Name
Shares
Value ($)
%
Options
Notes
101 VIRTUS TOTAL RETURN FD 48,659 217 0.14%
102 VOYA GLBL EQTY DIV & PREM OP 147,446 1,205 0.75%
103 VOYA RISK MANAGED NAT RES FD 51,393 401 0.25%
104 WELLS FARGO GLOBAL DIVID OPP 156,913 1,086 0.68%
105 WELLS FARGO INCOME OPPORTUNI 216,560 1,791 1.12%
106 WELLS FARGO MULTI SECTOR INC 141,326 1,789 1.12%
107 WELLS FARGO UTILITIES AND HI 34,923 394 0.25%
108 WESTERN ASSET GLB PTNRS INCO 272,768 2,501 1.56%
109 WESTERN ASSET GLOBAL HIGH IN 374,895 3,876 2.42%
110 WESTERN ASSET HIGH INCM FD I 371,753 2,803 1.75%
111 WESTERN ASSET HIGH INCOME OP 251,728 1,296 0.81%
112 WESTERN ASSET MGD HI INCM FD 88,900 439 0.27%
113 ZWEIG FD 232,153 3,413 2.13%
114 ZWEIG TOTAL RETURN FD INC 49,232 637 0.40%
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