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West Paces Advisors’s RiverNorth Capital and Income Fund RSF Stock Holding History

West Paces 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
Q1 		– Sell
-5,870
Closed -$105K – 479
2019
Q4 		$105K Sell
5,870
-512
-8% -$9.3K 0.06% 138
2019
Q3 		$119K Sell
6,382
-1,863
-23% -$34.6K 0.07% 122
2019
Q2 		$165K Buy
+8,245
New +$160K 0.1% 107

Other funds holding RSF

MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $351M AUM 21.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

West Paces Advisors's RSF Position: Q1 2020 in Review

West Paces Advisors sold out of RiverNorth Capital and Income Fund (RSF) in Q1 2020, closing a stake of 5,870 shares — an estimated $105K sold.

West Paces Advisors first reported a position in RSF in Q2 2019 and held it in 3 quarters. The position peaked at $165K in Q2 2019. 18 funds tracked by Wall St. Rank hold RSF as of Q1 2020.

  • West Paces Advisors reported no remaining RiverNorth Capital and Income Fund position as of Q1 2020 after selling out during the quarter.
  • West Paces Advisors sold 5,870 RiverNorth Capital and Income Fund shares in Q1 2020, an estimated $105K.
  • West Paces Advisors first reported a position in RiverNorth Capital and Income Fund in Q2 2019 and held it in 3 quarters.
  • West Paces Advisors's RiverNorth Capital and Income Fund position peaked at $165K in Q2 2019.
  • 18 funds tracked by Wall St. Rank held RiverNorth Capital and Income Fund as of Q1 2020.

Based on West Paces Advisors's 13F filing for Q1 2020, filed 21 Dec 2023.