Shaker Financial Services, LLC

Q4 2016 13F Holdings Report, Stock Holdings

Signature - Title
Kathryn S. Baummer - Partner/Infotech Research and Development
Location
Arlington, VA
Holdings as of
31 Dec 2016
Value $
$168,873,000
Num holdings
109
Filing time
08 Feb 2017, 08:16:57 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CET, ADX, JCE, GEQ, and ASG.
Previous filing
Q3 2016 - 02 Nov 2016
Next filing
Q1 2017 - 18 May 2017
SEC
View on sec.gov

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Quoteable Key Fact

"Shaker Financial Services, LLC reported $168,873,000 across 109 holdings in Q4 2016."

Quick Takeaways

  • Shaker Financial Services, LLC reported 13f holdings report, stock holdings for Q4 2016.
  • Reported holdings value: $168,873,000.
  • 109 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q3 2016.
  • Value moved from $152,485,000 to $168,873,000.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2016 Q4 compared to 2016 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kathryn S. Baummer Partner/Infotech Research and Development Arlington, Virginia 08 Feb 2017

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