GI
OPP

Gradient Investments’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Gradient Investments’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
Q2 		– Sell
-495
Closed -$4.19K – 1853
2023
Q1 		$4.19K Buy
+495
New +$4.27K ﹤0.01% 983
2022
Q4 		– Sell
-449
Closed -$4K – 1616
2022
Q3 		$4K Buy
+449
New +$4.76K ﹤0.01% 1009

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Gradient Investments's OPP Position: Q2 2023 in Review

Gradient Investments sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2023, closing a stake of 495 shares — an estimated $4.19K sold.

Gradient Investments first reported a position in OPP in Q3 2022 and held it in 2 quarters. The position peaked at $4.19K in Q1 2023. 53 funds tracked by Wall St. Rank hold OPP as of Q2 2023.

  • Gradient Investments reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 495 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2023, an estimated $4.19K.
  • Gradient Investments first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2022 and held it in 2 quarters.
  • Gradient Investments's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $4.19K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.