EWM
OPP

Edge Wealth Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Edge Wealth Management’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
-14,826
Closed -$116K – 81
2023
Q3 		$116K Hold
14,826
– – 0.03% 76
2023
Q2 		$125K Hold
14,826
– – 0.03% 72
2023
Q1 		$125K Hold
14,826
– – 0.03% 68
2022
Q4 		$128K Hold
14,826
– – 0.03% 78
2022
Q3 		$136K Hold
14,826
– – 0.03% 74
2022
Q2 		$160K Sell
14,826
-5,885
-28% -$65.4K 0.03% 79
2022
Q1 		$255K Buy
20,711
+191
+0.9% +$2.54K 0.05% 72
2021
Q4 		$288K Buy
20,520
+178
+0.9% +$2.62K 0.05% 82
2021
Q3 		$293K Buy
20,342
+163
+0.8% +$2.51K 0.06% 80
2021
Q2 		$311K Buy
20,179
+162
+0.8% +$2.47K 0.06% 83
2021
Q1 		$299K Sell
20,017
-6,150
-24% -$89.5K 0.06% 85
2020
Q4 		$369K Buy
26,167
+456
+2% +$6.34K 0.08% 75
2020
Q3 		$349K Sell
25,711
-25,249
-50% -$353K 0.08% 81
2020
Q2 		$700K Sell
50,960
-6,151
-11% -$81.4K 0.13% 80
2020
Q1 		$718K Sell
57,111
-598
-1% -$9.3K 0.16% 73
2019
Q4 		$933K Buy
57,709
+853
+2% +$14.2K 0.19% 73
2019
Q3 		$978K Buy
56,856
+6,940
+14% +$120K 0.23% 71
2019
Q2 		$843K Buy
49,916
+5,756
+13% +$96.6K 0.19% 77
2019
Q1 		$716K Buy
44,160
+24,997
+130% +$411K 0.18% 79
2018
Q4 		$308K Buy
+19,163
New +$307K 0.09% 110

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

Edge Wealth Management's OPP Position: Q4 2023 in Review

Edge Wealth Management sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2023, closing a stake of 14,826 shares — an estimated $116K sold.

Edge Wealth Management first reported a position in OPP in Q4 2018 and held it in 20 quarters. The position peaked at $978K in Q3 2019. 53 funds tracked by Wall St. Rank hold OPP as of Q4 2023.

  • Edge Wealth Management reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Edge Wealth Management sold 14,826 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2023, an estimated $116K.
  • Edge Wealth Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2018 and held it in 20 quarters.
  • Edge Wealth Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $978K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2023.

Based on Edge Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.