WANY
RIV

Wealthspire Advisors (New York)’s RiverNorth Opportunities Fund RIV Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-763
Closed -$12K – 639
2018
Q4 		$12K Buy
+763
New +$12.6K ﹤0.01% 463

Other funds holding RIV

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s RIV Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of RiverNorth Opportunities Fund (RIV) in Q1 2019, closing a stake of 763 shares — an estimated $12K sold.

Wealthspire Advisors (New York) first reported a position in RIV in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 22 funds tracked by Wall St. Rank hold RIV as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining RiverNorth Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 763 RiverNorth Opportunities Fund shares in Q1 2019, an estimated $12K.
  • Wealthspire Advisors (New York) first reported a position in RiverNorth Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s RiverNorth Opportunities Fund position peaked at $12K in Q4 2018.
  • 22 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.