CA
OPP

Cetera Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Cetera Advisors’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
2023
Q4 		– Sell
-46,379
Closed -$363K – 1849
2023
Q3 		$363K Sell
46,379
-3,819
-8% -$31.7K 0.01% 1226
2023
Q2 		$424K Sell
50,198
-4,097
-8% -$33.7K 0.01% 1144
2023
Q1 		$459K Sell
54,295
-3,045
-5% -$26.3K 0.01% 1058
2022
Q4 		$492K Sell
57,340
-6,017
-9% -$54.3K 0.01% 981
2022
Q3 		$576K Sell
63,357
-148
-0.2% -$1.57K 0.02% 721
2022
Q2 		$683K Sell
63,505
-5,101
-7% -$56.7K 0.02% 711
2022
Q1 		$845K Sell
68,606
-2,593
-4% -$34.5K 0.02% 670
2021
Q4 		$999K Sell
71,199
-58,267
-45% -$857K 0.02% 603
2021
Q3 		$1.86M Buy
129,466
+53,470
+70% +$824K 0.04% 426
2021
Q2 		$1.17M Sell
75,996
-3,130
-4% -$47.7K 0.03% 495
2021
Q1 		$1.18M Sell
79,126
-12,311
-13% -$179K 0.03% 426
2020
Q4 		$1.29M Sell
91,437
-37,143
-29% -$516K 0.04% 362
2020
Q3 		$1.74M Sell
128,580
-14,987
-10% -$210K 0.07% 272
2020
Q2 		$1.97M Buy
143,567
+4,940
+4% +$65.4K 0.08% 223
2020
Q1 		$1.75M Buy
138,627
+16,564
+14% +$258K 0.09% 215
2019
Q4 		$1.98M Buy
122,063
+18,019
+17% +$301K 0.08% 233
2019
Q3 		$1.79M Buy
104,044
+13,890
+15% +$240K 0.08% 239
2019
Q2 		$1.52M Buy
90,154
+10,660
+13% +$179K 0.07% 276
2019
Q1 		$1.28M Sell
79,494
-1,745
-2% -$28.7K 0.06% 288
2018
Q4 		$1.3M Buy
81,239
+5,969
+8% +$95.5K 0.08% 263
2018
Q3 		$1.26M Buy
75,270
+34,441
+84% +$595K 0.06% 292
2018
Q2 		$713K Buy
+40,829
New +$710K 0.04% 404
2018
Q1 		– Sell
-39,229
Closed -$712K – 851
2017
Q4 		$712K Buy
39,229
+1,203
+3% +$22.2K 0.04% 360
2017
Q3 		$718K Buy
38,026
+2,302
+6% +$43.6K 0.04% 379
2017
Q2 		$691K Buy
35,724
+9,346
+35% +$176K 0.04% 382
2017
Q1 		$490K Buy
26,378
+15,165
+135% +$281K 0.03% 452
2016
Q4 		$205K Buy
+11,213
New +$216K 0.02% 633

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cetera Advisors's OPP Position: Q4 2023 in Review

Cetera Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2023, closing a stake of 46,379 shares — an estimated $363K sold.

Cetera Advisors first reported a position in OPP in Q4 2016 and held it in 27 quarters. The position peaked at $1.98M in Q4 2019. 53 funds tracked by Wall St. Rank hold OPP as of Q4 2023.

  • Cetera Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 46,379 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2023, an estimated $363K.
  • Cetera Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2016 and held it in 27 quarters.
  • Cetera Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $1.98M in Q4 2019.
  • 53 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.