American Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

American Financial Advisors’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
2023 Q3	–	Sell	-10,143	Closed	-$121K	–	136
2023 Q2	$121K	Buy	+10,143	New	+$118K	0.02%	130
2022 Q4	–	Sell	-10,661	Closed	-$115K	–	127
2022 Q3	$115K	Buy	+10,661	New	+$131K	0.02%	118
2022 Q2	–	Sell	-10,523	Closed	-$153K	–	96
2022 Q1	$153K	Buy	10,523 +99	+0.9%	+$1.49K	0.02%	127
2021 Q4	$168K	Sell	10,424 -3,039	-23%	-$52K	0.02%	132
2021 Q3	$239K	Sell	13,463 -4,506	-25%	-$80.7K	0.03%	120
2021 Q2	$325K	Sell	17,969 -2,540	-12%	-$46.1K	0.04%	101
2021 Q1	$372K	Sell	20,509 -4,963	-19%	-$85.9K	0.06%	93
2020 Q4	$422K	Sell	25,472 -2,598	-9%	-$42.2K	0.06%	85
2020 Q3	$450K	Sell	28,070 -540	-2%	-$8.65K	0.07%	74
2020 Q2	$442K	Sell	28,610 -64	-0.2%	-$887	0.07%	71
2020 Q1	$362K	Sell	28,674 -2,991	-9%	-$54.9K	0.06%	69
2019 Q4	$626K	Sell	31,665 -16,440	-34%	-$326K	0.11%	53
2019 Q3	$958K	Sell	48,105 -23,250	-33%	-$465K	0.18%	47
2019 Q2	$1.42M	Sell	71,355 -13,209	-16%	-$266K	0.28%	42
2019 Q1	$1.69M	Sell	84,564 -2,157	-2%	-$41.8K	0.34%	41
2018 Q4	$1.5M	Buy	+86,721	New	+$1.61M	0.33%	40

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Financial Advisors's DSL Position: Q3 2023 in Review

American Financial Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2023, closing a stake of 10,143 shares — an estimated $121K sold.

American Financial Advisors first reported a position in DSL in Q4 2018 and held it in 16 quarters. The position peaked at $1.69M in Q1 2019. 171 funds tracked by Wall St. Rank hold DSL as of Q3 2023.

American Financial Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q3 2023 after selling out during the quarter.
American Financial Advisors sold 10,143 DoubleLine Income Solutions Fund shares in Q3 2023, an estimated $121K.
American Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2018 and held it in 16 quarters.
American Financial Advisors's DoubleLine Income Solutions Fund position peaked at $1.69M in Q1 2019.
171 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2023.

Based on American Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.