SFS
APB

Shaker Financial Services’s Asia Pacific Fund APB Stock Holding History

Shaker Financial Services’s Portfolio APB Stock Details APB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-14,001
Closed -$163K – 146
2015
Q1 		$163K Sell
14,001
-2,000
-12% -$22.7K 0.1% 118
2014
Q4 		$180K Sell
16,001
-2,600
-14% -$28.8K 0.12% 123
2014
Q3 		$210K Buy
18,601
+1,400
+8% +$16.3K 0.14% 112
2014
Q2 		$190K Sell
17,201
-300
-2% -$3.19K 0.12% 139
2014
Q1 		$181K Hold
17,501
– – 0.12% 127
2013
Q4 		$184K Sell
17,501
-12,800
-42% -$134K 0.13% 138
2013
Q3 		$307K Sell
30,301
-701
-2% -$7.02K 0.23% 128
2013
Q2 		$313K Buy
+31,002
New +$330K 0.23% 112

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KIM
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1CP
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SO
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GFM
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PNC Financial Services Group
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Morgan Stanley
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Bank of Montreal
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AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return