Shaker Financial Services
DHG

Shaker Financial Services’s Deutsche High Incm Opportunities DHG Stock Holding History

Shaker Financial Services’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-39,464
Closed -$583K – 172
2014
Q2 		$583K Buy
39,464
+12,103
+44% +$177K 0.35% 90
2014
Q1 		$400K Sell
27,361
-19,357
-41% -$280K 0.26% 101
2013
Q4 		$673K Buy
46,718
+3,702
+9% +$52.4K 0.47% 76
2013
Q3 		$609K Sell
43,016
-15,812
-27% -$222K 0.45% 82
2013
Q2 		$848K Buy
+58,828
New +$895K 0.62% 60

Other funds holding DHG

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Saba Capital Management
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Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Third Avenue Management
Third Avenue Management New York $599M AUM 34.41% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Shaker Financial Services's DHG Position: Q3 2014 in Review

Shaker Financial Services sold out of Deutsche High Incm Opportunities (DHG) in Q3 2014, closing a stake of 39,464 shares — an estimated $583K sold.

Shaker Financial Services first reported a position in DHG in Q2 2013 and held it in 5 quarters. The position peaked at $848K in Q2 2013. 37 funds tracked by Wall St. Rank hold DHG as of Q3 2014.

  • Shaker Financial Services reported no remaining Deutsche High Incm Opportunities position as of Q3 2014 after selling out during the quarter.
  • Shaker Financial Services sold 39,464 Deutsche High Incm Opportunities shares in Q3 2014, an estimated $583K.
  • Shaker Financial Services first reported a position in Deutsche High Incm Opportunities in Q2 2013 and held it in 5 quarters.
  • Shaker Financial Services's Deutsche High Incm Opportunities position peaked at $848K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q3 2014.

Based on Shaker Financial Services's 13F filing for Q3 2014, filed 10 Nov 2014.