MSAM
OPP

Moloney Securities Asset Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Moloney Securities Asset 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
2023
Q4 		– Sell
-12,211
Closed -$95.4K – 466
2023
Q3 		$95.4K Buy
+12,211
New +$101K 0.02% 402
2021
Q2 		– Sell
-82,034
Closed -$1.22M – 449
2021
Q1 		$1.22M Sell
82,034
-68,402
-45% -$996K 0.24% 112
2020
Q4 		$2.13M Sell
150,436
-2,813
-2% -$39.1K 0.47% 63
2020
Q3 		$2.08M Buy
153,249
+7,825
+5% +$109K 0.55% 55
2020
Q2 		$2M Buy
145,424
+108,243
+291% +$1.43M 0.58% 55
2020
Q1 		$470K Buy
37,181
+3,412
+10% +$53.1K 0.17% 137
2019
Q4 		$548K Buy
+33,769
New +$564K 0.17% 155
2019
Q3 		– Sell
-67,780
Closed -$1.14M – 349
2019
Q2 		$1.14M Sell
67,780
-2,330
-3% -$39.1K 0.38% 76
2019
Q1 		$1.14M Sell
70,110
-5,447
-7% -$89.6K 0.39% 72
2018
Q4 		$1.21M Buy
75,557
+59,005
+356% +$944K 0.5% 54
2018
Q3 		$277K Buy
16,552
+2,954
+22% +$51K 0.1% 219
2018
Q2 		$238K Sell
13,598
-56,548
-81% -$983K 0.09% 245
2018
Q1 		$1.23M Sell
70,146
-3,487
-5% -$62.2K 0.5% 55
2017
Q4 		$1.34M Buy
73,633
+31,532
+75% +$583K 0.56% 48
2017
Q3 		$795K Buy
42,101
+1,959
+5% +$37.1K 0.35% 84
2017
Q2 		$775K Buy
40,142
+2,451
+7% +$46.2K 0.39% 78
2017
Q1 		$705K Buy
+37,691
New +$699K 0.36% 83

Other funds holding OPP

Morgan Stanley
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Moloney Securities Asset Management's OPP Position: Q4 2023 in Review

Moloney Securities Asset Management sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2023, closing a stake of 12,211 shares — an estimated $95.4K sold.

Moloney Securities Asset Management first reported a position in OPP in Q1 2017 and held it in 17 quarters. The position peaked at $2.13M in Q4 2020. 53 funds tracked by Wall St. Rank hold OPP as of Q4 2023.

  • Moloney Securities Asset Management reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 12,211 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2023, an estimated $95.4K.
  • Moloney Securities Asset Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2017 and held it in 17 quarters.
  • Moloney Securities Asset Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $2.13M in Q4 2020.
  • 53 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2023.

Based on Moloney Securities Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.