CWC
OPP

Carolinas Wealth Consulting’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Carolinas Wealth Consulting’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
2021
Q3 		– Sell
-2,551
Closed -$39K – 976
2021
Q2 		$39K Buy
2,551
+1,570
+160% +$23.9K 0.01% 395
2021
Q1 		$15K Hold
981
– – ﹤0.01% 565
2020
Q4 		$14K Buy
+981
New +$13.6K ﹤0.01% 533

Other funds holding OPP

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

Carolinas Wealth Consulting's OPP Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2021, closing a stake of 2,551 shares — an estimated $39K sold.

Carolinas Wealth Consulting first reported a position in OPP in Q4 2020 and held it in 3 quarters. The position peaked at $39K in Q2 2021. 37 funds tracked by Wall St. Rank hold OPP as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,551 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2021, an estimated $39K.
  • Carolinas Wealth Consulting first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $39K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.