DP
OPP

Denver PWM’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Denver PWM’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
2020
Q1 		– Sell
-11,233
Closed -$182K – 74
2019
Q4 		$182K Buy
+11,233
New +$187K 0.11% 70

Other funds holding OPP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

Denver PWM's OPP Position: Q1 2020 in Review

Denver PWM sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2020, closing a stake of 11,233 shares — an estimated $182K sold.

Denver PWM first reported a position in OPP in Q4 2019 and held it in 1 quarter. The position peaked at $182K in Q4 2019. 52 funds tracked by Wall St. Rank hold OPP as of Q1 2020.

  • Denver PWM reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2020 after selling out during the quarter.
  • Denver PWM sold 11,233 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2020, an estimated $182K.
  • Denver PWM first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2019 and held it in 1 quarter.
  • Denver PWM's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $182K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2020.

Based on Denver PWM's 13F filing for Q1 2020, filed 16 Apr 2020.