CPIG
OPP

Chicago Partners Investment Group’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-145
Closed -$3K – 1086
2018
Q2 		$3K Buy
+145
New +$2.52K ﹤0.01% 901

Other funds holding OPP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
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
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Chicago Partners Investment Group's OPP Position: Q3 2018 in Review

Chicago Partners Investment Group sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2018, closing a stake of 145 shares — an estimated $3K sold.

Chicago Partners Investment Group first reported a position in OPP in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 28 funds tracked by Wall St. Rank hold OPP as of Q3 2018.

  • Chicago Partners Investment Group reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 145 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2018, an estimated $3K.
  • Chicago Partners Investment Group first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $3K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2018.

Based on Chicago Partners Investment Group's 13F filing for Q3 2018, filed 5 Nov 2018.