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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)
Sprott Focus Tr (FUND)
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)
Liberty All-Star Growth Fund (ASG)
BlackRock Enhanced Capital and Income (CII)
Central Securities (CET)
Calamos Global Dynamic Income Fund (CHW)
Royce Micro Capital Trust (RMT)
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
Tri-Continental Corporation (TY)
Highland Global mf closed and mf open (HGLB)
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)
Eaton Vance Tax-Managed Buy-Write Income (ETB)
Nuveen Equity Premium Income Fund (BXMX)
Allspring Income Opportunit Inc Oppty Fd (EAD)

View all positions for Shaker Financial Services

Top funds holding Special Opportunities Fund

Kovitz Investment Group Partners
Rivernorth Capital Management
Blue Bell Private Wealth Management
CSS
Scotia Capital
Shaker Financial Services
First Manhattan
Ancora Advisors
Raymond James & Associates
Alpine Partners VI
Advisor Group Holdings
Sowell Financial Services
Private Advisor
Harbour Investments
Wells Fargo & Company

View all funds holding Special Opportunities Fund