LAS
RIV

Lloyd Advisory Services’s RiverNorth Opportunities Fund RIV Stock Holding History

Lloyd Advisory Services’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-469
Closed -$8K – 376
2019
Q4 		$8K Buy
+469
New +$7.67K 0.01% 226

Other funds holding RIV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Lloyd Advisory Services's RIV Position: Q1 2020 in Review

Lloyd Advisory Services sold out of RiverNorth Opportunities Fund (RIV) in Q1 2020, closing a stake of 469 shares — an estimated $8K sold.

Lloyd Advisory Services first reported a position in RIV in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 30 funds tracked by Wall St. Rank hold RIV as of Q1 2020.

  • Lloyd Advisory Services reported no remaining RiverNorth Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 469 RiverNorth Opportunities Fund shares in Q1 2020, an estimated $8K.
  • Lloyd Advisory Services first reported a position in RiverNorth Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's RiverNorth Opportunities Fund position peaked at $8K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.