ACI
DBL

Alpha Cubed Investments’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Alpha Cubed Investments’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
2014
Q3 		– Sell
-9,822
Closed -$232K – 155
2014
Q2 		$232K Buy
+9,822
New +$230K 0.1% 155

Other funds holding DBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Alpha Cubed Investments's DBL Position: Q3 2014 in Review

Alpha Cubed Investments sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2014, closing a stake of 9,822 shares — an estimated $232K sold.

Alpha Cubed Investments first reported a position in DBL in Q2 2014 and held it in 1 quarter. The position peaked at $232K in Q2 2014. 51 funds tracked by Wall St. Rank hold DBL as of Q3 2014.

  • Alpha Cubed Investments reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 9,822 DoubleLine Opportunistic Credit Fund shares in Q3 2014, an estimated $232K.
  • Alpha Cubed Investments first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2014 and held it in 1 quarter.
  • Alpha Cubed Investments's DoubleLine Opportunistic Credit Fund position peaked at $232K in Q2 2014.
  • 51 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2014.

Based on Alpha Cubed Investments's 13F filing for Q3 2014, filed 28 Oct 2014.