Back to TWN

Shaker Financial Services, LLC → TWN

Shaker Financial Services, LLC TWN Position History

The Taiwan Fund, Inc.

Quarters held
5
Latest value
$4.5M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.3M
Q1 2026$3M
Q2 2026$4.3M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M44.4K——
Q2 2026$4.3M44.6K——
Q1 2026$3M45.0K——
Q4 2025$2.3M39.3K——
Q3 2025$2.7M49.4K——

Other funds holding TWN

Other Shaker Financial Services, LLC positions

GAB-PK

GABELLI EQUITY TR INC

$11.7M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$10.5M
CSQ

CALAMOS STRATEGIC TOTAL RETU

$9.6M
USA

LIBERTY ALL STAR EQUITY FD

$9.6M
RMT

ROYCE MICRO-CAP TR INC

$9.4M
JCE

NUVEEN CORE EQUITY ALPHA FD

$9.3M
SPE-PC

SPECIAL OPPORTUNITIES FD INC

$9M
JCE

NUVEEN CORE EQUITY ALPHA FD

$8.9M