GC
RMI

Gratus Capital’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Gratus Capital’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
2020
Q3 		– Sell
-12,500
Closed -$265K – 178
2020
Q2 		$265K Hold
12,500
– – 0.04% 140
2020
Q1 		$252K Buy
+12,500
New +$274K 0.05% 144

Other funds holding RMI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Gratus Capital's RMI Position: Q3 2020 in Review

Gratus Capital sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q3 2020, closing a stake of 12,500 shares — an estimated $265K sold.

Gratus Capital first reported a position in RMI in Q1 2020 and held it in 2 quarters. The position peaked at $265K in Q2 2020. 15 funds tracked by Wall St. Rank hold RMI as of Q3 2020.

  • Gratus Capital reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Gratus Capital sold 12,500 RiverNorth Opportunistic Municipal Income Fund shares in Q3 2020, an estimated $265K.
  • Gratus Capital first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q1 2020 and held it in 2 quarters.
  • Gratus Capital's RiverNorth Opportunistic Municipal Income Fund position peaked at $265K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q3 2020.

Based on Gratus Capital's 13F filing for Q3 2020, filed 30 Oct 2020.