Advantage Investment Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Advantage Investment Management’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$30K	Hold	1,500	–	–	0.02%	440
2019 Q2	$30K	Hold	1,500	–	–	0.02%	446
2019 Q1	$30K	Hold	1,500	–	–	0.02%	439
2018 Q4	$26K	Hold	1,500	–	–	0.02%	465
2018 Q3	$30K	Hold	1,500	–	–	0.02%	495
2018 Q2	$30K	Hold	1,500	–	–	0.02%	460
2018 Q1	$30K	Hold	1,500	–	–	0.01%	484
2017 Q4	$30K	Hold	1,500	–	–	0.01%	498
2017 Q3	$32K	Hold	1,500	–	–	0.01%	478
2017 Q2	$31K	Hold	1,500	–	–	0.01%	485
2017 Q1	$30K	Buy	1,500 +764	+104%	+$15.1K	0.01%	472
2016 Q4	$14K	Buy	736 +236	+47%	+$4.38K	0.01%	569
2016 Q3	$10K	Hold	500	–	–	﹤0.01%	619
2016 Q2	$9K	Hold	500	–	–	﹤0.01%	605
2016 Q1	$8K	Hold	500	–	–	﹤0.01%	594
2015 Q4	$8K	Hold	500	–	–	﹤0.01%	605
2015 Q3	$9K	Buy	+500	New	+$9.4K	0.01%	554

Other funds holding DSL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

Advantage Investment Management's DSL Position: Q3 2019 in Review

Advantage Investment Management held its DoubleLine Income Solutions Fund (DSL) position steady in Q3 2019 at 1,500 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #440.

Advantage Investment Management first reported a position in DSL in Q3 2015 and has held it in 17 quarters since. The position peaked at $32K in Q3 2017. 146 funds tracked by Wall St. Rank hold DSL as of Q3 2019.

Advantage Investment Management held 1,500 shares of DoubleLine Income Solutions Fund worth $30K as of Q3 2019.
Advantage Investment Management left its DoubleLine Income Solutions Fund share count unchanged in Q3 2019.
DoubleLine Income Solutions Fund made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #440 holding.
Advantage Investment Management first reported a position in DoubleLine Income Solutions Fund in Q3 2015 and has held it in 17 quarters since.
Advantage Investment Management's DoubleLine Income Solutions Fund position peaked at $32K in Q3 2017.
146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.