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Shaker Financial Services, LLC Buys Nuveen S&P 500 Buy-Write Income Fund, Eaton Vance Tax-mangd Glo Buy-write Oppo, Eaton Vance Tax Advgd Gbl Div Inc Fd, Sells SPDR S&P 500, SPDR Dow Jones Industrial Average, Blackrock Enhanced Cap&Inc Fund, Inc

Arlington, VA, based Investment company Shaker Financial Services, LLC (Current Portfolio) buys Nuveen S&P 500 Buy-Write Income Fund, Eaton Vance Tax-mangd Glo Buy-write Oppo, Eaton Vance Tax Advgd Gbl Div Inc Fd, BlackRock Enhanced Equity Dividend Trust, Tri-Continental Corp, sells SPDR S&P 500, SPDR Dow Jones Industrial Average, Blackrock Enhanced Cap&Inc Fund, Inc, Central Securities Corp, Boulder Growth & Income Fund during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Shaker Financial Services, LLC. As of 2020Q1, Shaker Financial Services, LLC owns 150 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of Shaker Financial Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/shaker+financial+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Shaker Financial Services, LLC
  1. Tri-Continental Corp (TY) - 209,805 shares, 3.13% of the total portfolio. Shares added by 205.66%
  2. Nuveen Core Equity Alpha Fund (JCE) - 384,144 shares, 2.93% of the total portfolio. Shares added by 0.58%
  3. Eaton Vance Tax Advgd Gbl Div Inc Fd (ETG) - 335,234 shares, 2.85% of the total portfolio. Shares added by 415.83%
  4. Nuveen Tax Advantaged Total Ret Strat Fd (JTA) - 540,961 shares, 2.72% of the total portfolio. Shares reduced by 10.58%
  5. Nuveen S&P 500 Buy-Write Income Fund (BXMX) - 359,415 shares, 2.59% of the total portfolio. New Position
New Purchase: Nuveen S&P 500 Buy-Write Income Fund (BXMX)

Shaker Financial Services, LLC initiated holding in Nuveen S&P 500 Buy-Write Income Fund. The purchase prices were between $8.28 and $13.77, with an estimated average price of $12.51. The stock is now traded at around $10.72. The impact to a portfolio due to this purchase was 2.59%. The holding were 359,415 shares as of .

New Purchase: BlackRock Enhanced Equity Dividend Trust (BDJ)

Shaker Financial Services, LLC initiated holding in BlackRock Enhanced Equity Dividend Trust. The purchase prices were between $5.05 and $9.92, with an estimated average price of $8.59. The stock is now traded at around $7.06. The impact to a portfolio due to this purchase was 2.23%. The holding were 479,665 shares as of .

New Purchase: MFS Multimarket Income Trust (MMT)

Shaker Financial Services, LLC initiated holding in MFS Multimarket Income Trust. The purchase prices were between $4.03 and $6.37, with an estimated average price of $5.83. The stock is now traded at around $5.47. The impact to a portfolio due to this purchase was 1.24%. The holding were 346,535 shares as of .

New Purchase: PIMCO Floating Rate Income Fund (PFL)

Shaker Financial Services, LLC initiated holding in PIMCO Floating Rate Income Fund. The purchase prices were between $6.33 and $12.37, with an estimated average price of $11.08. The stock is now traded at around $8.89. The impact to a portfolio due to this purchase was 0.97%. The holding were 160,467 shares as of .

New Purchase: Eaton Vance Enhanced Equity Income Fund (EOI)

Shaker Financial Services, LLC initiated holding in Eaton Vance Enhanced Equity Income Fund. The purchase prices were between $9.7 and $16.4, with an estimated average price of $14.69. The stock is now traded at around $13.04. The impact to a portfolio due to this purchase was 0.78%. The holding were 90,130 shares as of .

New Purchase: Ellsworth Growth and Income Fund Ltd (ECF)

Shaker Financial Services, LLC initiated holding in Ellsworth Growth and Income Fund Ltd. The purchase prices were between $7 and $12.32, with an estimated average price of $10.81. The stock is now traded at around $9.59. The impact to a portfolio due to this purchase was 0.76%. The holding were 125,091 shares as of .

Added: Eaton Vance Tax-mangd Glo Buy-write Oppo (ETW)

Shaker Financial Services, LLC added to a holding in Eaton Vance Tax-mangd Glo Buy-write Oppo by 1990.51%. The purchase prices were between $5.53 and $10.55, with an estimated average price of $9.4. The stock is now traded at around $7.84. The impact to a portfolio due to this purchase was 2.33%. The holding were 460,811 shares as of .

Added: Eaton Vance Tax Advgd Gbl Div Inc Fd (ETG)

Shaker Financial Services, LLC added to a holding in Eaton Vance Tax Advgd Gbl Div Inc Fd by 415.83%. The purchase prices were between $9.11 and $19, with an estimated average price of $16.43. The stock is now traded at around $12.87. The impact to a portfolio due to this purchase was 2.3%. The holding were 335,234 shares as of .

Added: Tri-Continental Corp (TY)

Shaker Financial Services, LLC added to a holding in Tri-Continental Corp by 205.66%. The purchase prices were between $17.61 and $29.05, with an estimated average price of $26.24. The stock is now traded at around $22.84. The impact to a portfolio due to this purchase was 2.11%. The holding were 209,805 shares as of .

Added: Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX)

Shaker Financial Services, LLC added to a holding in Nuveen NASDAQ 100 Dynamic Overwrite Fund by 814.50%. The purchase prices were between $15.85 and $25.24, with an estimated average price of $22.58. The stock is now traded at around $21.66. The impact to a portfolio due to this purchase was 2%. The holding were 165,653 shares as of .

Added: Wells Fargo Multi-Sector Income Fund (ERC)

Shaker Financial Services, LLC added to a holding in Wells Fargo Multi-Sector Income Fund by 125.86%. The purchase prices were between $7.76 and $13.35, with an estimated average price of $11.94. The stock is now traded at around $9.98. The impact to a portfolio due to this purchase was 1.33%. The holding were 348,917 shares as of .

Added: Blackrock Ltd Duration Income Trust (BLW)

Shaker Financial Services, LLC added to a holding in Blackrock Ltd Duration Income Trust by 686.07%. The purchase prices were between $9.56 and $16.67, with an estimated average price of $15.15. The stock is now traded at around $13.02. The impact to a portfolio due to this purchase was 1.09%. The holding were 138,797 shares as of .

Sold Out: SPDR S&P 500 (SPY)

Shaker Financial Services, LLC sold out a holding in SPDR S&P 500. The sale prices were between $222.95 and $338.34, with an estimated average price of $307.42.

Sold Out: SPDR Dow Jones Industrial Average (DIA)

Shaker Financial Services, LLC sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $186.03 and $293.86, with an estimated average price of $264.32.

Sold Out: Western Asset Global High Inc Fd Inc (EHI)

Shaker Financial Services, LLC sold out a holding in Western Asset Global High Inc Fd Inc. The sale prices were between $6.65 and $10.44, with an estimated average price of $9.49.

Sold Out: First Trust Inter Dur Pref& Income Fund (FPF)

Shaker Financial Services, LLC sold out a holding in First Trust Inter Dur Pref& Income Fund. The sale prices were between $11.4 and $24.81, with an estimated average price of $22.36.

Sold Out: Western Asset High Income Oppor Fd Inc (HIO)

Shaker Financial Services, LLC sold out a holding in Western Asset High Income Oppor Fd Inc. The sale prices were between $3.12 and $5.27, with an estimated average price of $4.81.

Sold Out: First Trust Dynamic Europe Equity Income Fund (FDEU)

Shaker Financial Services, LLC sold out a holding in First Trust Dynamic Europe Equity Income Fund. The sale prices were between $7.5 and $15.33, with an estimated average price of $13.26.



Here is the complete portfolio of Shaker Financial Services, LLC. Also check out:

1. Shaker Financial Services, LLC's Undervalued Stocks
2. Shaker Financial Services, LLC's Top Growth Companies, and
3. Shaker Financial Services, LLC's High Yield stocks
4. Stocks that Shaker Financial Services, LLC keeps buying

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