Sowell Financial Services’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-70	Closed	-$1K	–	2034
2021 Q1	$1K	Buy	70 +6	+9%	+$87	﹤0.01%	2989
2020 Q4	$1K	Buy	64 +11	+21%	+$153	﹤0.01%	2604
2020 Q3	$1K	Buy	53 +18	+51%	+$252	﹤0.01%	2407
2020 Q2	$0	Hold	35	–	–	﹤0.01%	2610
2020 Q1	$0	Sell	35 -20	-36%	-$311	﹤0.01%	2618
2019 Q4	$1K	Sell	55 -12	-18%	-$200	﹤0.01%	2397
2019 Q3	$1K	Buy	+67	New	+$1.16K	﹤0.01%	2282

Other funds holding OPP

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Sowell Financial Services's OPP Position: Q2 2021 in Review

Sowell Financial Services sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2021, closing a stake of 70 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in OPP in Q3 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2021. 37 funds tracked by Wall St. Rank hold OPP as of Q2 2021.

Sowell Financial Services reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 70 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2021, an estimated $1K.
Sowell Financial Services first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $1K in Q1 2021.
37 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.