CFRPA
OPP

Castle Financial & Retirement Planning Associates’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Castle Financial & Retirement Planning 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
2021
Q4 		$155K Buy
+11,132
New +$164K 0.53% 26

Other funds holding OPP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's OPP Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2021: 11,132 shares worth $155K. The stake represents 0.53% of the portfolio and ranks #26 among its holdings.

42 funds tracked by Wall St. Rank hold OPP as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 11,132 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $155K as of Q4 2021.
  • RiverNorth/DoubleLine Strategic Opportunity Fund was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.53% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #26 holding.
  • 42 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.