EWA
OPP

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

EverSource Wealth 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
Q3 		– Sell
-75
Closed -$632 – 2618
2023
Q2 		$632 Hold
75
– – ﹤0.01% 2305
2023
Q1 		$633 Hold
75
– – ﹤0.01% 2183
2022
Q4 		$642 Hold
75
– – ﹤0.01% 2170
2022
Q3 		$1K Buy
+75
New +$795 ﹤0.01% 1861

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

EverSource Wealth Advisors's OPP Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2023, closing a stake of 75 shares — an estimated $632 sold.

EverSource Wealth Advisors first reported a position in OPP in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 52 funds tracked by Wall St. Rank hold OPP as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 75 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2023, an estimated $632.
  • EverSource Wealth Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $1K in Q3 2022.
  • 52 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.