SFA
OPP

Sequoia Financial Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Sequoia Financial Advisors’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
2020
Q2 		– Sell
-21,151
Closed -$268K – 394
2020
Q1 		$268K Buy
+21,151
New +$329K 0.02% 284

Other funds holding OPP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sequoia Financial Advisors's OPP Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2020, closing a stake of 21,151 shares — an estimated $268K sold.

Sequoia Financial Advisors first reported a position in OPP in Q1 2020 and held it in 1 quarter. The position peaked at $268K in Q1 2020. 42 funds tracked by Wall St. Rank hold OPP as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 21,151 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2020, an estimated $268K.
  • Sequoia Financial Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $268K in Q1 2020.
  • 42 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.