Atwater Malick
RMI icon

Atwater Malick’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Atwater Malick’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,350
Closed -$30K – 164
2019
Q3 		$30K Buy
+1,350
New +$29.8K 0.03% 94

Other funds holding RMI

Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Family Management
Family Management New York $973M AUM 16.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Atwater Malick's RMI Position: Q4 2019 in Review

Atwater Malick sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q4 2019, closing a stake of 1,350 shares — an estimated $30K sold.

Atwater Malick first reported a position in RMI in Q3 2019 and held it in 1 quarter. The position peaked at $30K in Q3 2019. 12 funds tracked by Wall St. Rank hold RMI as of Q4 2019.

  • Atwater Malick reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Atwater Malick sold 1,350 RiverNorth Opportunistic Municipal Income Fund shares in Q4 2019, an estimated $30K.
  • Atwater Malick first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2019 and held it in 1 quarter.
  • Atwater Malick's RiverNorth Opportunistic Municipal Income Fund position peaked at $30K in Q3 2019.
  • 12 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.