Ahrens Investment Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Ahrens Investment Partners’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-500	Closed	-$8K	–	331
2022 Q2	$8K	Buy	+500	New	+$8.02K	﹤0.01%	683
2022 Q1	–	Sell	-1,000	Closed	-$19K	–	1045
2021 Q4	$19K	Buy	+1,000	New	+$19.3K	0.01%	585
2017 Q4	–	Sell	-9,900	Closed	-$238K	–	165
2017 Q3	$238K	Sell	9,900 -1,700	-15%	-$41.8K	0.1%	121
2017 Q2	$293K	Buy	11,600 +2,400	+26%	+$59.4K	0.13%	96
2017 Q1	$220K	Buy	+9,200	New	+$216K	0.11%	117

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

CRC

Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Ahrens Investment Partners's DBL Position: Q3 2022 in Review

Ahrens Investment Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2022, closing a stake of 500 shares — an estimated $8K sold.

Ahrens Investment Partners first reported a position in DBL in Q1 2017 and held it in 5 quarters. The position peaked at $293K in Q2 2017. 59 funds tracked by Wall St. Rank hold DBL as of Q3 2022.

Ahrens Investment Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2022 after selling out during the quarter.
Ahrens Investment Partners sold 500 DoubleLine Opportunistic Credit Fund shares in Q3 2022, an estimated $8K.
Ahrens Investment Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2017 and held it in 5 quarters.
Ahrens Investment Partners's DoubleLine Opportunistic Credit Fund position peaked at $293K in Q2 2017.
59 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.