Mid Atlantic Financial Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$984K	Buy	68,316 +11,334	+20%	+$175K	0.07%	260
2021 Q2	$877K	Buy	56,982 +816	+1%	+$12.4K	0.06%	285
2021 Q1	$838K	Sell	56,166 -9,918	-15%	-$144K	0.06%	289
2020 Q4	$935K	Buy	66,084 +7,084	+12%	+$98.5K	0.07%	244
2020 Q3	$802K	Buy	59,000 +4,453	+8%	+$62.3K	0.07%	254
2020 Q2	$750K	Buy	54,547 +2,429	+5%	+$32.1K	0.07%	240
2020 Q1	$659K	Buy	52,118 +16,799	+48%	+$261K	0.08%	248
2019 Q4	$573K	Buy	35,319 +21,859	+162%	+$365K	0.05%	354
2019 Q3	$232K	Sell	13,460 -4,452	-25%	-$77K	0.02%	586
2019 Q2	$302K	Buy	17,912 +4,958	+38%	+$83.2K	0.03%	519
2019 Q1	$210K	Buy	+12,954	New	+$213K	0.02%	620

Other funds holding OPP

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

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

Mid Atlantic Financial Management's OPP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 20% in Q3 2021, buying an estimated $175K and bringing the position to 68,316 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #260.

Mid Atlantic Financial Management first reported a position in OPP in Q1 2019 and has held it in 11 quarters since. 37 funds tracked by Wall St. Rank hold OPP as of Q3 2021.

Mid Atlantic Financial Management held 68,316 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $984K as of Q3 2021.
Mid Atlantic Financial Management bought 11,334 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2021, an estimated $175K.
RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #260 holding.
Mid Atlantic Financial Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2019 and has held it in 11 quarters since.
37 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.