FFG
OPP

Ford Financial Group’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-56,894
Closed -$488K – 71
2022
Q4 		$488K Sell
56,894
-3,460
-6% -$31.2K 0.19% 75
2022
Q3 		$548K Buy
60,354
+257
+0.4% +$2.72K 0.23% 71
2022
Q2 		$646K Buy
60,097
+158
+0.3% +$1.75K 0.26% 62
2022
Q1 		$737K Buy
59,939
+1,211
+2% +$16.1K 0.28% 52
2021
Q4 		$824 Sell
58,728
-18
-0% -$265 0.16% 46
2021
Q3 		$845K Buy
58,746
+7,821
+15% +$121K 0.33% 44
2021
Q2 		$784K Buy
50,925
+4,517
+10% +$68.8K 0.29% 45
2021
Q1 		$692K Buy
46,408
+7,950
+21% +$116K 0.3% 46
2020
Q4 		$544K Buy
38,458
+181
+0.5% +$2.52K 0.26% 47
2020
Q3 		$518K Buy
38,277
+2,704
+8% +$37.8K 0.28% 48
2020
Q2 		$488K Buy
35,573
+173
+0.5% +$2.29K 0.27% 49
2020
Q1 		$447K Buy
35,400
+1,492
+4% +$23.2K 0.3% 46
2019
Q4 		$550K Buy
33,908
+19,494
+135% +$325K 0.32% 41
2019
Q3 		$248K Buy
14,414
+3,309
+30% +$57.2K 0.16% 67
2019
Q2 		$187K Buy
+11,105
New +$186K 0.13% 81

Other funds holding OPP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Ford Financial Group's OPP Position: Q1 2023 in Review

Ford Financial Group sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2023, closing a stake of 56,894 shares — an estimated $488K sold.

Ford Financial Group first reported a position in OPP in Q2 2019 and held it in 15 quarters. The position peaked at $845K in Q3 2021. 55 funds tracked by Wall St. Rank hold OPP as of Q1 2023.

  • Ford Financial Group reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 56,894 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2023, an estimated $488K.
  • Ford Financial Group first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2019 and held it in 15 quarters.
  • Ford Financial Group's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $845K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.