IWM
OPP

IHT Wealth Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-1,012
Closed -$18K – 1059
2018
Q1 		$18K Hold
1,012
– – ﹤0.01% 1018
2017
Q4 		$18K Buy
+1,012
New +$18.7K ﹤0.01% 1020

Other funds holding OPP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IHT Wealth Management's OPP Position: Q2 2018 in Review

IHT Wealth Management sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2018, closing a stake of 1,012 shares — an estimated $18K sold.

IHT Wealth Management first reported a position in OPP in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 32 funds tracked by Wall St. Rank hold OPP as of Q2 2018.

  • IHT Wealth Management reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,012 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2018, an estimated $18K.
  • IHT Wealth Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $18K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.