Calton & Associates’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Calton & Associates’s Portfolio OPP Stock Details OPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-102	Closed	-$1K	–	980
2017 Q4	$1K	Buy	+102	New	+$1.89K	﹤0.01%	1448

Other funds holding OPP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Calton & Associates's OPP Position: Q1 2018 in Review

Calton & Associates sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2018, closing a stake of 102 shares — an estimated $1K sold.

Calton & Associates first reported a position in OPP in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 29 funds tracked by Wall St. Rank hold OPP as of Q1 2018.

Calton & Associates reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 102 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2018, an estimated $1K.
Calton & Associates first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $1K in Q4 2017.
29 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.