FM
RSF

Family Management’s RiverNorth Capital and Income Fund RSF Stock Holding History

Family Management’s Portfolio RSF Stock Details RSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-32,336
Closed -$578K – 189
2019
Q4 		$578K Buy
32,336
+10,867
+51% +$197K 0.2% 87
2019
Q3 		$402K Buy
+21,469
New +$399K 0.15% 94

Other funds holding RSF

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Family Management's RSF Position: Q1 2020 in Review

Family Management sold out of RiverNorth Capital and Income Fund (RSF) in Q1 2020, closing a stake of 32,336 shares — an estimated $578K sold.

Family Management first reported a position in RSF in Q3 2019 and held it in 2 quarters. The position peaked at $578K in Q4 2019. 18 funds tracked by Wall St. Rank hold RSF as of Q1 2020.

  • Family Management reported no remaining RiverNorth Capital and Income Fund position as of Q1 2020 after selling out during the quarter.
  • Family Management sold 32,336 RiverNorth Capital and Income Fund shares in Q1 2020, an estimated $578K.
  • Family Management first reported a position in RiverNorth Capital and Income Fund in Q3 2019 and held it in 2 quarters.
  • Family Management's RiverNorth Capital and Income Fund position peaked at $578K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held RiverNorth Capital and Income Fund as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.