SWP
OPP

Stratos Wealth Partners’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-506
Closed -$8K – 1978
2018
Q3 		$8K Buy
+506
New +$8.74K ﹤0.01% 2281

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Stratos Wealth Partners's OPP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2018, closing a stake of 506 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in OPP in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 35 funds tracked by Wall St. Rank hold OPP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 506 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $8K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.