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Special Opportunities Fund shares owned by Shaker Financial Services

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Shaker Financial Services from 13F filings

Historical chart of Shaker Financial Services investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Shaker Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Shaker Financial Services

Quarter filed Position value Share count Share price at filing
2013-03-31 $480k 29k 16.62
2011-06-30 $349k 22k 15.65

More positions owned by Shaker Financial Services

Boulder Growth & Income Fund (STEW)
Central Securities (CET)
Eaton Vance Tax-advntg Glbl Di (ETG)
Sprott Focus Tr (FUND)
Liberty All-Star Growth Fund (ASG)
Nuveen Equity Premium Income Fund (BXMX)
Liberty All Star Equity Sh Ben Int (USA)
Eaton Vance Limited Duration Income Fund (EVV)
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Nuveen Floating Rate Income Fund (JFR)
Gabelli Dividend & Income Trust (GDV)
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
Allspring Income Opportunit Inc Oppty Fd (EAD)
BlackRock Enhanced Dividend Achievers Tr (BDJ)

View all positions for Shaker Financial Services

Top funds holding Special Opportunities Fund

Relative Value Partners
Rivernorth Capital Management
Blue Bell Private Wealth Management
CSS
Shaker Financial Services
Epiq Partners
Scotia Capital
Advisor Group Holdings
Clough Capital Partners
Raymond James & Associates
Ancora Advisors
Almitas Capital
Deschutes Portfolio Strategy
Wells Fargo & Company
Alpine Partners VI

View all funds holding Special Opportunities Fund