Shaker Financial Services, LLC
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
155
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| Nuveen Tax-Advantaged Dividend Growth Fund | 3,610 | — |
| EVT | 3,339 | — |
| DENALI FD INC | 3,172 | — |
| CSQ | 3,031 | — |
| GUGGENHEIM EQ WEIGHT ENHANC | 3,021 | — |
| USA | 2,877 | — |
| ZWEIG FD | 2,658 | — |
| JCE | 2,615 | — |
| DELAWARE INVTS DIVID & INCOM | 2,554 | — |
| BLW | 2,458 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|