Mid Atlantic Financial Management’s RiverNorth Capital and Income Fund RSF Stock Holding History

Mid Atlantic Financial Management’s Portfolio RSF Stock Details RSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$645K	Buy	34,275 +14,687	+75%	+$281K	0.04%	379
2021 Q2	$382K	Buy	19,588 +5,817	+42%	+$107K	0.03%	573
2021 Q1	$242K	Buy	13,771 +2,244	+19%	+$38.1K	0.02%	715
2020 Q4	$187K	Buy	+11,527	New	+$174K	0.01%	732

Other funds holding RSF

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

BCA

Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWM

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mid Atlantic Financial Management increased its RiverNorth Capital and Income Fund (RSF) stake by 75% in Q3 2021, buying an estimated $281K and bringing the position to 34,275 shares worth $645K. The position accounts for 0.04% of the portfolio, ranked #379.

Mid Atlantic Financial Management first reported a position in RSF in Q4 2020 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold RSF as of Q3 2021.

Mid Atlantic Financial Management held 34,275 shares of RiverNorth Capital and Income Fund worth $645K as of Q3 2021.
Mid Atlantic Financial Management bought 14,687 RiverNorth Capital and Income Fund shares in Q3 2021, an estimated $281K.
RiverNorth Capital and Income Fund made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #379 holding.
Mid Atlantic Financial Management first reported a position in RiverNorth Capital and Income Fund in Q4 2020 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held RiverNorth Capital and Income Fund as of Q3 2021.

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