CAL
OPP

Capital Analysts LLC’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Capital Analysts LLC’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
2022
Q3 		– Sell
-117
Closed -$1K – 1119
2022
Q2 		$1K Buy
+117
New +$1.3K ﹤0.01% 981

Other funds holding OPP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Capital Analysts LLC's OPP Position: Q3 2022 in Review

Capital Analysts LLC sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2022, closing a stake of 117 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in OPP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 49 funds tracked by Wall St. Rank hold OPP as of Q3 2022.

  • Capital Analysts LLC reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 117 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2022, an estimated $1K.
  • Capital Analysts LLC first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2022 and held it in 1 quarter.
  • Capital Analysts LLC's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $1K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2022.

Based on Capital Analysts LLC's 13F filing for Q3 2022, filed 14 Nov 2022.