Gradient Investments’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Gradient Investments’s Portfolio RMI Stock Details RMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$7.18K	–	1901
2023 Q3	$7.18K	Buy	+500	New	+$7.97K	﹤0.01%	874

Other funds holding RMI

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Gradient Investments's RMI Position: Q4 2023 in Review

Gradient Investments sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q4 2023, closing a stake of 500 shares — an estimated $7.18K sold.

Gradient Investments first reported a position in RMI in Q3 2023 and held it in 1 quarter. The position peaked at $7.18K in Q3 2023. 19 funds tracked by Wall St. Rank hold RMI as of Q4 2023.

Gradient Investments reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 500 RiverNorth Opportunistic Municipal Income Fund shares in Q4 2023, an estimated $7.18K.
Gradient Investments first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2023 and held it in 1 quarter.
Gradient Investments's RiverNorth Opportunistic Municipal Income Fund position peaked at $7.18K in Q3 2023.
19 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.