WT
OPP

Whittier Trust’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Whittier Trust’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
2019
Q1 		– Sell
-8,349
Closed -$134K – 1477
2018
Q4 		$134K Buy
+8,349
New +$134K ﹤0.01% 576

Other funds holding OPP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Whittier Trust's OPP Position: Q1 2019 in Review

Whittier Trust sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2019, closing a stake of 8,349 shares — an estimated $134K sold.

Whittier Trust first reported a position in OPP in Q4 2018 and held it in 1 quarter. The position peaked at $134K in Q4 2018. 36 funds tracked by Wall St. Rank hold OPP as of Q1 2019.

  • Whittier Trust reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2019 after selling out during the quarter.
  • Whittier Trust sold 8,349 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2019, an estimated $134K.
  • Whittier Trust first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2018 and held it in 1 quarter.
  • Whittier Trust's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $134K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2019.

Based on Whittier Trust's 13F filing for Q1 2019, filed 29 Apr 2019.