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1607 Capital Partners, LLC

Q4 2023 · 13F-HR

1607 Capital Partners, LLCholdings as filed

Filed 2024-02-13 · accession 0001172661-24-000758

$1.43B
Reported value
139
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434G822EWJISHARES INC$141.7M9.93%2,209,600CommonSOLE
464286749EWLISHARES INC$64.5M4.52%1,335,558CommonSOLE
464287440IEFISHARES TR$62.2M4.36%645,800CommonSOLE
46429B267GOVTISHARES TR$45.1M3.16%1,959,634CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$39.4M2.76%916,865CommonSOLE
47109U104JOFJAPAN SMALLER CAPITALIZATION$38.4M2.69%5,053,077CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$35.4M2.48%1,998,821CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$29.3M2.05%3,405,045CommonSOLE
464286608EZUISHARES INC$28.6M2.00%601,916CommonSOLE
55273C107MINMFS INTER INCOME TR$27.1M1.90%10,104,432CommonSOLE
95790A101IGIWESTERN ASSET INVT GRADE DEF$23.8M1.67%1,355,326CommonSOLE
874036106TWNTAIWAN FD INC$22.9M1.61%662,740CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TE$22.8M1.60%1,558,331CommonSOLE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$22.8M1.60%1,521,424CommonSOLE
95790K109WDIWESTERN ASSET DIVERSIFIED IN$21.5M1.50%1,522,145CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$21.4M1.50%2,162,109CommonSOLE
233368109KTFDWS MUN INCOME TR NEW$21.3M1.49%2,398,845CommonSOLE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$20.9M1.47%1,533,697CommonSOLE
45781W109INSIGHT SELECT INCOME FD$20.8M1.46%1,302,040CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$20.7M1.45%2,382,760CommonSOLE
00301W105AEFABRDN EMRG MKTS EQTY INCM FD$18.8M1.32%3,685,080CommonSOLE
00306J109XJEQXABRDN JAPAN EQUITY FUND INC$18.8M1.32%3,269,810CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNS F$17.4M1.22%1,709,753CommonSOLE
617468103XCAFXMORGAN STANLEY CHINA A SH FD$17.1M1.20%1,341,937CommonSOLE
36242H104XGDVXGABELLI DIVID & INCOME TR$17.0M1.19%784,003CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$16.8M1.18%320,000CommonSOLE
298768102EEAEUROPEAN EQUITY FD INC$16.5M1.16%1,913,209CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR$15.8M1.11%4,970,962CommonSOLE
67080D103NPCTNUVEEN CORE PLUS IMPACT FUND$15.6M1.09%1,544,807CommonSOLE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$14.4M1.01%1,142,986CommonSOLE
644465106GFNEW GERMANY FD INC$14.2M1.00%1,630,423CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$12.6M0.88%1,079,809CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$12.6M0.88%2,388,718CommonSOLE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$12.3M0.86%736,194CommonSOLE
155123102CETCENTRAL SECS CORP$12.1M0.85%321,221CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERA$11.8M0.83%1,081,969CommonSOLE
95766T100PAIWESTERN ASSET INVESTMENT GRA$10.6M0.74%881,739CommonSOLE
500634209KFKOREA FD INC$10.6M0.74%451,816CommonSOLE
958435109SBIWESTERN ASSET INTER MUNI FD$10.5M0.74%1,363,762CommonSOLE
67061T101NIMNUVEEN SELECT MAT MUN FD$10.5M0.73%1,188,726CommonSOLE
410123103JHSHANCOCK JOHN INCOME SECS TR$10.3M0.72%944,758CommonSOLE
410142103JHIHANCOCK JOHN INVT TR II$9.9M0.70%766,901CommonSOLE
872340104TSITCW STRATEGIC INCOME FD INC$9.8M0.69%2,140,869CommonSOLE
27829L105EOTEATON VANCE NATL MUN OPPORT$9.4M0.66%555,531CommonSOLE
600379101XHIEXMILLER HOWARD HIGH INC EQTY$9.2M0.64%867,167CommonSOLE
46132L107VBFINVESCO BD FD$9.1M0.64%596,579CommonSOLE
879105104THQABRDN HEALTHCARE OPPORTUNITI$8.6M0.60%474,494CommonSOLE
957664105WEAWESTERN ASSET PREMIER BD FD$8.6M0.60%793,609CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$8.3M0.58%1,076,042CommonSOLE
00326W106ASGIABRDN GLOBAL INFRA INCOME FU$8.1M0.57%451,085CommonSOLE
003011103ABRDN AUSTRALIA EQUITY FD IN$7.8M0.55%1,808,980CommonSOLE
09255K108XEGFXBLACKROCK ENHANCED GOVT FD I$7.7M0.54%788,746CommonSOLE
95766N103MHFWESTERN ASSET MUN HIGH INCOM$7.7M0.54%1,192,313CommonSOLE
22544F103DHYCREDIT SUISSE HIGH YIELD BD$7.6M0.53%3,829,144CommonSOLE
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$7.6M0.53%539,894CommonSOLE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$7.2M0.51%1,368,302CommonSOLE
67062J102NMINUVEEN MUN INCOME FD INC$7.2M0.51%785,667CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$7.0M0.49%328,200CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES TR$6.9M0.49%171,742CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$6.9M0.48%148,100CommonSOLE
33733U108FCTFIRST TR SR FLTG RATE INCOME$6.8M0.48%677,415CommonSOLE
464286806EWGISHARES INC$6.8M0.48%229,400CommonSOLE
67075J107JMMNUVEEN MULTI-MKT INCOME FD$6.8M0.48%1,147,489CommonSOLE
67062M105NNYNUVEEN N Y MUN VALUE FD$6.6M0.46%797,958CommonSOLE
87911K100HQLABRDN LIFE SCIENCES INVESTOR$6.5M0.45%480,179CommonSOLE
746853100PPTPUTNAM PREMIER INCOME TR$6.2M0.43%1,735,894CommonSOLE
27828X100ETBEATON VANCE TAX MNGED BUY WR$6.1M0.43%473,593CommonSOLE
27828S101ETGEATON VANCE TX ADV GLBL DIV$6.0M0.42%351,735CommonSOLE
23334J107DTFDTF TAX-FREE INCOME 2028 TER$6.0M0.42%558,446CommonSOLE
092508100BTZBLACKROCK CR ALLOCATION INCO$5.8M0.41%562,466CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$5.7M0.40%273,728CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$5.6M0.39%607,962CommonSOLE
67062C107NCANUVEEN CALIFORNIA MUNI VLU F$5.6M0.39%620,973CommonSOLE
35472T101FTFFRANKLIN LTD DURATION INCOME$5.5M0.39%888,067CommonSOLE
09260Q108BTXBLACKROCK INNOVATION AND GRW$5.5M0.38%744,776CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$5.3M0.37%740,088CommonSOLE
95766K109HIOWESTERN ASSET HIGH INCOME OP$5.3M0.37%1,361,175CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$5.2M0.36%632,570CommonSOLE
64124P101NBHNEUBERGER BERMAN MUN FD INC$4.7M0.33%451,212CommonSOLE
92829B101VGIVIRTUS GLOBAL MULTI-SECTOR I$4.6M0.32%586,724CommonSOLE
23342Q101DWS STRATEGIC MUN INCOME TR$4.5M0.32%521,275CommonSOLE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$4.2M0.30%522,196CommonSOLE
746909100PIMPUTNAM MASTER INTER INCOME T$4.2M0.29%1,307,386CommonSOLE
94987E109ERHALLSPRING UTILITIES AND HIGH$4.1M0.29%445,064CommonSOLE
67063V104XNXNXNUVEEN N Y SELECT TAX FREE I$4.1M0.29%348,394CommonSOLE
27828U106ETOEATON VANCE TAX-ADVANTAGED G$4.1M0.29%172,658CommonSOLE
670735109JLSNUVEEN MORTGAGE AND INCOME F$4.0M0.28%234,824CommonSOLE
885213108TBLDTHORNBURG INCM BUILDER OPP T$3.9M0.27%248,297CommonSOLE
33734E103FMYFIRST TR MTG INCOME FD$3.8M0.26%311,226CommonSOLE
592835102MXFMEXICO FD INC$3.5M0.25%185,281CommonSOLE
31423P108FMNFEDERATED HERMES PREM MUNI I$3.5M0.24%317,397CommonSOLE
169373107XXCHNXXCHINA FD INC$3.4M0.24%336,422CommonSOLE
27826U108EVNEATON VANCE MUNI INCOME TRUS$3.3M0.23%339,815CommonSOLE
780910105RVTROYCE VALUE TR INC$3.3M0.23%226,792CommonSOLE
85208J109FUNDSPROTT FOCUS TR INC$3.3M0.23%409,935CommonSOLE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$3.1M0.22%222,900CommonSOLE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$3.1M0.21%393,517CommonSOLE
00548F105PEOADAM NAT RES FD INC$3.0M0.21%146,708CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVT FD$3.0M0.21%139,406CommonSOLE
723760104XMIOXPIONEER MUN HIGH INCOME OPPO$2.9M0.20%272,247CommonSOLE
870875101SWZSWISS HELVETIA FD INC$2.9M0.20%349,903CommonSOLE
09260U109BCATBLACKROCK CAP ALLOCATION TER$2.8M0.20%187,328CommonSOLE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$2.8M0.19%119,105CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$2.7M0.19%192,445CommonSOLE
27828H105XEVVXEATON VANCE LTD DURATION INC$2.6M0.18%271,000CommonSOLE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$2.5M0.18%233,909CommonSOLE
05589T104BNY MELLON MUN INCOME INC$2.4M0.17%375,598CommonSOLE
36465E101GNTGAMCO NAT RES GOLD & INCOME$2.4M0.17%459,893CommonSOLE
46435U853USHYISHARES TR$2.3M0.16%63,000CommonSOLE
89148K200XNDPXTORTOISE ENERGY INDEPENDENC$2.3M0.16%79,261CommonSOLE
27829U105ETXEATON VANCE MUN INCOME 2028$2.3M0.16%130,130CommonSOLE
09256U105BSLBLACKSTONE SENI FLTN RAT 202$2.2M0.15%165,200CommonSOLE
278277108EOSEATON VANCE ENHANCED EQUITY$2.1M0.15%114,649CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$2.0M0.14%432,171CommonSOLE
27828A100XEVMXEATON VANCE CALIF MUN BD FD$1.8M0.13%197,854CommonSOLE
95768B107HYIWESTERN ASSET HIGH YIELD DEF$1.6M0.11%135,571CommonSOLE
09660L105DHFBNY MELLON HIGH YIELD STRATE$1.6M0.11%709,874CommonSOLE
41013P749HANCOCK JOHN INVT TR$1.6M0.11%311,902CommonSOLE
27827Y109XENWXEATON VANCE NEW YORK MUN BD$1.6M0.11%162,052CommonSOLE
56064K100MMDMAINSTAY MACKAY DEFINEDTERM$1.5M0.11%92,563CommonSOLE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$1.2M0.09%147,850CommonSOLE
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$1.1M0.08%74,845CommonSOLE
091941104BGTBLACKROCK FLOATING RATE INC$1.1M0.08%86,639CommonSOLE
641876800NEW AMER HIGH INCOME FD INC$1.1M0.07%150,406CommonSOLE
56064Q107MEGIMAINSTAY CBRE GBL INFRA MEG$1.0M0.07%77,282CommonSOLE
52106W103XLGIXLAZARD GLOBAL TOTAL RETURN &$821,7040.06%53,636CommonSOLE
67071B108JRSNUVEEN REAL ESTATE INCOME FD$787,6850.06%100,727CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC$748,3390.05%91,596CommonSOLE
67063R103NUVEEN CALIF SELECT TAX FREE$744,5950.05%58,217CommonSOLE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$668,5720.05%41,449CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$630,8970.04%126,941CommonSOLE
47804L102HEQJOHN HANCOCK HEDGED EQUITY &$619,7430.04%61,666CommonSOLE
92912R104IGAVOYA GLBL ADV & PREM OPP FD$452,7610.03%53,141CommonSOLE
09250U101BGRBLACKROCK ENERGY & RES TR$435,1150.03%34,949CommonSOLE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$412,8300.03%29,700CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OP$306,9290.02%70,721CommonSOLE
50208A102XSCDXLMP CAP & INCOME FD INC$294,0140.02%20,986CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD I$163,2950.01%30,927CommonSOLE
72369J102XPHDXPIONEER FLOATING RATE FUND I$131,4610.01%14,336CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.