SW
RSF

SVB Wealth’s RiverNorth Capital and Income Fund RSF Stock Holding History

SVB Wealth’s Portfolio RSF Stock Details RSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-12,853
Closed -$257K – 524
2019
Q2 		$257K Buy
+12,853
New +$250K 0.01% 462

Other funds holding RSF

SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

SVB Wealth's RSF Position: Q3 2019 in Review

SVB Wealth sold out of RiverNorth Capital and Income Fund (RSF) in Q3 2019, closing a stake of 12,853 shares — an estimated $257K sold.

SVB Wealth first reported a position in RSF in Q2 2019 and held it in 1 quarter. The position peaked at $257K in Q2 2019. 21 funds tracked by Wall St. Rank hold RSF as of Q3 2019.

  • SVB Wealth reported no remaining RiverNorth Capital and Income Fund position as of Q3 2019 after selling out during the quarter.
  • SVB Wealth sold 12,853 RiverNorth Capital and Income Fund shares in Q3 2019, an estimated $257K.
  • SVB Wealth first reported a position in RiverNorth Capital and Income Fund in Q2 2019 and held it in 1 quarter.
  • SVB Wealth's RiverNorth Capital and Income Fund position peaked at $257K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held RiverNorth Capital and Income Fund as of Q3 2019.

Based on SVB Wealth's 13F filing for Q3 2019, filed 1 Nov 2019.