Creative Planning
OPP

Creative Planning’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-860
Closed -$17K – 3139
2017
Q2 		$17K Buy
+860
New +$16.2K ﹤0.01% 3280

Other funds holding OPP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Creative Planning's OPP Position: Q3 2017 in Review

Creative Planning sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2017, closing a stake of 860 shares — an estimated $17K sold.

Creative Planning first reported a position in OPP in Q2 2017 and held it in 1 quarter. The position peaked at $17K in Q2 2017. 17 funds tracked by Wall St. Rank hold OPP as of Q3 2017.

  • Creative Planning reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 860 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2017, an estimated $17K.
  • Creative Planning first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2017 and held it in 1 quarter.
  • Creative Planning's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $17K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.