WCAMG
RIV

Woodard & Company Asset Management Group’s RiverNorth Opportunities Fund RIV Stock Holding History

Woodard & Company Asset Management Group’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
Q1 		– Sell
-1,043
Closed -$21K – 232
2017
Q4 		$21K Buy
+1,043
New +$20.5K 0.02% 135

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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Woodard & Company Asset Management Group's RIV Position: Q1 2018 in Review

Woodard & Company Asset Management Group sold out of RiverNorth Opportunities Fund (RIV) in Q1 2018, closing a stake of 1,043 shares — an estimated $21K sold.

Woodard & Company Asset Management Group first reported a position in RIV in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 13 funds tracked by Wall St. Rank hold RIV as of Q1 2018.

  • Woodard & Company Asset Management Group reported no remaining RiverNorth Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,043 RiverNorth Opportunities Fund shares in Q1 2018, an estimated $21K.
  • Woodard & Company Asset Management Group first reported a position in RiverNorth Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's RiverNorth Opportunities Fund position peaked at $21K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2018, filed 27 Apr 2018.