Shaker Financial Services’s Aberdeen Government Markets Income Fund MGF Stock Holding History

Shaker Financial Services’s Portfolio MGF Stock Details MGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,857	Closed	-$77K	–	167
2025 Q1	$77K	Sell	4,857 -10,675	-69%	-$165K	0.03%	152
2024 Q4	$238K	Sell	15,532 -9,431	-38%	-$149K	0.09%	160
2024 Q3	$413K	Sell	24,963 -19,875	-44%	-$317K	0.16%	123
2024 Q2	$688K	Buy	+44,838	New	+$693K	0.28%	95
2020 Q1	–	Sell	-7,817	Closed	-$179K	–	181
2019 Q4	$179K	Buy	+7,817	New	+$179K	0.08%	134
2016 Q3	–	Sell	-3,288	Closed	-$89K	–	131
2016 Q2	$89K	Buy	+3,288	New	+$88K	0.06%	105
2015 Q2	–	Sell	-11,621	Closed	-$325K	–	134
2015 Q1	$325K	Buy	+11,621	New	+$335K	0.2%	97
2013 Q4	–	Sell	-14,214	Closed	-$403K	–	174
2013 Q3	$403K	Buy	14,214 +236	+2%	+$6.75K	0.3%	109
2013 Q2	$419K	Buy	+13,978	New	+$445K	0.31%	98

Other funds holding MGF

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shaker Financial Services's MGF Position: Q2 2025 in Review

Shaker Financial Services sold out of Aberdeen Government Markets Income Fund (MGF) in Q2 2025, closing a stake of 4,857 shares — an estimated $77K sold.

Shaker Financial Services first reported a position in MGF in Q2 2013 and held it in 9 quarters. The position peaked at $688K in Q2 2024. 41 funds tracked by Wall St. Rank hold MGF as of Q2 2025.

Shaker Financial Services reported no remaining Aberdeen Government Markets Income Fund position as of Q2 2025 after selling out during the quarter.
Shaker Financial Services sold 4,857 Aberdeen Government Markets Income Fund shares in Q2 2025, an estimated $77K.
Shaker Financial Services first reported a position in Aberdeen Government Markets Income Fund in Q2 2013 and held it in 9 quarters.
Shaker Financial Services's Aberdeen Government Markets Income Fund position peaked at $688K in Q2 2024.
41 funds tracked by Wall St. Rank held Aberdeen Government Markets Income Fund as of Q2 2025.

Based on Shaker Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.