PFGIA
OPP

Patriot Financial Group Insurance Agency’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q2 		– Sell
-202
Closed -$3K – 1458
2019
Q1 		$3K Buy
+202
New +$3.32K ﹤0.01% 957

Other funds holding OPP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OPP Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2019, closing a stake of 202 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in OPP in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 34 funds tracked by Wall St. Rank hold OPP as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 202 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2019, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $3K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.