Mid Atlantic Financial Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$628K	Buy	36,920 +19,320	+110%	+$349K	0.04%	387
2021 Q2	$323K	Sell	17,600 -600	-3%	-$10.7K	0.02%	638
2021 Q1	$317K	Sell	18,200 -33,300	-65%	-$571K	0.02%	602
2020 Q4	$829K	Buy	51,500 +3,200	+7%	+$47.7K	0.06%	269
2020 Q3	$694K	Sell	48,300 -600	-1%	-$9.06K	0.06%	281
2020 Q2	$726K	Buy	48,900 +1,400	+3%	+$19K	0.07%	247
2020 Q1	$590K	Buy	47,500 +7,600	+19%	+$117K	0.07%	265
2019 Q4	$651K	Buy	39,900 +22,102	+124%	+$362K	0.06%	317
2019 Q3	$303K	Sell	17,798 -1,322	-7%	-$22.3K	0.03%	504
2019 Q2	$320K	Buy	19,120 +6,713	+54%	+$112K	0.03%	502
2019 Q1	$201K	Buy	+12,407	New	+$205K	0.02%	628

Other funds holding RIV

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

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

Mid Atlantic Financial Management increased its RiverNorth Opportunities Fund (RIV) stake by 110% in Q3 2021, buying an estimated $349K and bringing the position to 36,920 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #387.

Mid Atlantic Financial Management first reported a position in RIV in Q1 2019 and has held it in 11 quarters since. The position peaked at $829K in Q4 2020. 33 funds tracked by Wall St. Rank hold RIV as of Q3 2021.

Mid Atlantic Financial Management held 36,920 shares of RiverNorth Opportunities Fund worth $628K as of Q3 2021.
Mid Atlantic Financial Management bought 19,320 RiverNorth Opportunities Fund shares in Q3 2021, an estimated $349K.
RiverNorth Opportunities Fund made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #387 holding.
Mid Atlantic Financial Management first reported a position in RiverNorth Opportunities Fund in Q1 2019 and has held it in 11 quarters since.
Mid Atlantic Financial Management's RiverNorth Opportunities Fund position peaked at $829K in Q4 2020.
33 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q3 2021.

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