VFA
RIV

Valeo Financial Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Valeo Financial Advisors’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-51
Closed -$1K – 1730
2018
Q1 		$1K Buy
+51
New +$1.04K ﹤0.01% 1460

Other funds holding RIV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RCA
Rowland Carmichael Advisors Scottsdale, Arizona $316M AUM 18.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's RIV Position: Q2 2018 in Review

Valeo Financial Advisors sold out of RiverNorth Opportunities Fund (RIV) in Q2 2018, closing a stake of 51 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in RIV in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 14 funds tracked by Wall St. Rank hold RIV as of Q2 2018.

  • Valeo Financial Advisors reported no remaining RiverNorth Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 51 RiverNorth Opportunities Fund shares in Q2 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in RiverNorth Opportunities Fund in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's RiverNorth Opportunities Fund position peaked at $1K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.