UCFA
RSF

United Capital Financial Advisors’s RiverNorth Capital and Income Fund RSF Stock Holding History

United Capital Financial Advisors’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
2020
Q2 		– Sell
-126,192
Closed -$2M – 1248
2020
Q1 		$2M Sell
126,192
-2,617
-2% -$45.3K 0.02% 494
2019
Q4 		$2.3M Buy
128,809
+3,471
+3% +$63.1K 0.01% 577
2019
Q3 		$2.34M Sell
125,338
-14,834
-11% -$276K 0.02% 560
2019
Q2 		$2.8M Buy
+140,172
New +$2.72M 0.02% 533

Other funds holding RSF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $73.4M AUM 0.99% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

United Capital Financial Advisors's RSF Position: Q2 2020 in Review

United Capital Financial Advisors sold out of RiverNorth Capital and Income Fund (RSF) in Q2 2020, closing a stake of 126,192 shares — an estimated $2M sold.

United Capital Financial Advisors first reported a position in RSF in Q2 2019 and held it in 4 quarters. The position peaked at $2.8M in Q2 2019. 19 funds tracked by Wall St. Rank hold RSF as of Q2 2020.

  • United Capital Financial Advisors reported no remaining RiverNorth Capital and Income Fund position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 126,192 RiverNorth Capital and Income Fund shares in Q2 2020, an estimated $2M.
  • United Capital Financial Advisors first reported a position in RiverNorth Capital and Income Fund in Q2 2019 and held it in 4 quarters.
  • United Capital Financial Advisors's RiverNorth Capital and Income Fund position peaked at $2.8M in Q2 2019.
  • 19 funds tracked by Wall St. Rank held RiverNorth Capital and Income Fund as of Q2 2020.

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