Wealthcare Advisory Partners’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Wealthcare Advisory 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
2020 Q4	–	Sell	-18,448	Closed	-$250K	–	450
2020 Q3	$250K	Sell	18,448 -10,583	-36%	-$148K	0.03%	296
2020 Q2	$399K	Buy	29,031 +181	+0.6%	+$2.4K	0.05%	206
2020 Q1	$365K	Buy	28,850 +676	+2%	+$10.5K	0.05%	193
2019 Q4	$457K	Buy	28,174 +119	+0.4%	+$1.99K	0.06%	182
2019 Q3	$483K	Sell	28,055 -1,963	-7%	-$33.9K	0.07%	155
2019 Q2	$506K	Buy	30,018 +178	+0.6%	+$2.99K	0.08%	143
2019 Q1	$484K	Buy	29,840 +1,574	+6%	+$25.9K	0.08%	139
2018 Q4	$454K	Buy	28,266 +134	+0.5%	+$2.15K	0.09%	123
2018 Q3	$471K	Buy	28,132 +796	+3%	+$13.8K	0.09%	125
2018 Q2	$478K	Buy	+27,336	New	+$475K	0.09%	127

Other funds holding OPP

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

Wealthcare Advisory Partners's OPP Position: Q4 2020 in Review

Wealthcare Advisory Partners sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2020, closing a stake of 18,448 shares — an estimated $250K sold.

Wealthcare Advisory Partners first reported a position in OPP in Q2 2018 and held it in 10 quarters. The position peaked at $506K in Q2 2019. 50 funds tracked by Wall St. Rank hold OPP as of Q4 2020.

Wealthcare Advisory Partners reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 18,448 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2020, an estimated $250K.
Wealthcare Advisory Partners first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $506K in Q2 2019.
50 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2020, filed 12 Feb 2021.