Shaker Financial Services, LLC
- SEC CIK
- 0001511794
- Latest filing
- Jul 15, 2026
HTY holding history
John Hancock Tax-Advantaged Global Shareholder Yield Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HTY overviewAll 13F holders of HTYFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −93,454−100.0% | Sold out | Holders |
| Q3 2023 | 93,454 | $411.2K | 0.2% | −51,447−35.5% | Reduced | Holders |
| Q2 2023 | 144,901 | $679.6K | 0.3% | +27,076+23.0% | Added | Holders |
| Q1 2023 | 117,825 | $578.5K | 0.3% | −31,798−21.3% | Reduced | Holders |
| Q4 2022 | 149,623 | $742.1K | 0.3% | +83,823+127.4% | Added | Holders |
| Q3 2022 | 65,800 | $292.0K | 0.1% | +44,997+216.3% | Added | Holders |
| Q2 2022 | 20,803 | $112.0K | 0.1% | +20,803 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −145,632−100.0% | Sold out | Holders |
| Q4 2021 | 145,632 | $945.0K | 0.3% | +145,632 | New | Holders |