SFS
DCF

Shaker Financial Services’s BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. DCF Stock Holding History

Shaker Financial Services’s Portfolio DCF Stock Details DCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-64,369
Closed -$570K – 177
2024
Q2 		$570K Buy
64,369
+39,376
+158% +$339K 0.23% 110
2024
Q1 		$215K Hold
24,993
– – 0.08% 141
2023
Q4 		$205K Sell
24,993
-8,943
-26% -$70.2K 0.08% 146
2023
Q3 		$263K Buy
33,936
+11,957
+54% +$92.4K 0.12% 133
2023
Q2 		$166K Buy
+21,979
New +$167K 0.07% 151
2023
Q1 		– Sell
-27,845
Closed -$198K – 174
2022
Q4 		$198K Sell
27,845
-57,147
-67% -$411K 0.09% 135
2022
Q3 		$580K Buy
+84,992
New +$626K 0.29% 87
2022
Q2 		– Sell
-34,951
Closed -$297K – 165
2022
Q1 		$297K Buy
+34,951
New +$308K 0.11% 129
2021
Q3 		– Sell
-59,783
Closed -$574K – 175
2021
Q2 		$574K Sell
59,783
-98,210
-62% -$930K 0.21% 118
2021
Q1 		$1.48M Sell
157,993
-215,879
-58% -$1.94M 0.59% 62
2020
Q4 		$3.17M Buy
373,872
+117,412
+46% +$952K 1.32% 19
2020
Q3 		$2.06M Buy
256,460
+81,082
+46% +$651K 1.1% 26
2020
Q2 		$1.34M Buy
175,378
+157,130
+861% +$1.13M 0.74% 45
2020
Q1 		$116K Sell
18,248
-66,025
-78% -$577K 0.08% 148
2019
Q4 		$779K Buy
84,273
+62,704
+291% +$573K 0.36% 70
2019
Q3 		$200K Sell
21,569
-8,282
-28% -$76.4K 0.1% 128
2019
Q2 		$279K Sell
29,851
-243,379
-89% -$2.2M 0.15% 105
2019
Q1 		$2.41M Sell
273,230
-201,511
-42% -$1.72M 1.22% 28
2018
Q4 		$3.65M Buy
474,741
+45,411
+11% +$382K 2.06% 14
2018
Q3 		$3.86M Buy
429,330
+13,210
+3% +$120K 1.85% 14
2018
Q2 		$3.82M Buy
+416,120
New +$3.85M 1.88% 13
2018
Q1 		– Sell
-137,508
Closed -$1.29M – 141
2017
Q4 		$1.29M Buy
+137,508
New +$1.36M 0.61% 54

Other funds holding DCF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shaker Financial Services's DCF Position: Q3 2024 in Review

Shaker Financial Services sold out of BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. (DCF) in Q3 2024, closing a stake of 64,369 shares — an estimated $570K sold.

Shaker Financial Services first reported a position in DCF in Q4 2017 and held it in 22 quarters. The position peaked at $3.86M in Q3 2018. 27 funds tracked by Wall St. Rank hold DCF as of Q3 2024.

  • Shaker Financial Services reported no remaining BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position as of Q3 2024 after selling out during the quarter.
  • Shaker Financial Services sold 64,369 BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. shares in Q3 2024, an estimated $570K.
  • Shaker Financial Services first reported a position in BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. in Q4 2017 and held it in 22 quarters.
  • Shaker Financial Services's BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. position peaked at $3.86M in Q3 2018.
  • 27 funds tracked by Wall St. Rank held BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. as of Q3 2024.

Based on Shaker Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.