American Financial Network Advisory Services’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

American Financial Network Advisory Services’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
2018 Q4	–	Sell	-13,200	Closed	-$272K	–	167
2018 Q3	$272K	Buy	13,200 +13,194	+219,900%	+$276K	0.14%	150
2018 Q2	$275	Hold	6	–	–	0.15%	147
2018 Q1	$285	Sell	6 -13,194	-100%	-$286K	0.15%	141
2017 Q4	$293K	Sell	13,200 -2,250	-15%	-$51.3K	0.12%	172
2017 Q3	$371K	Buy	+15,450	New	+$380K	0.16%	160

Other funds holding DBL

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

SIA

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

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

American Financial Network Advisory Services's DBL Position: Q4 2018 in Review

American Financial Network Advisory Services sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2018, closing a stake of 13,200 shares — an estimated $272K sold.

American Financial Network Advisory Services first reported a position in DBL in Q3 2017 and held it in 5 quarters. The position peaked at $371K in Q3 2017. 64 funds tracked by Wall St. Rank hold DBL as of Q4 2018.

American Financial Network Advisory Services reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2018 after selling out during the quarter.
American Financial Network Advisory Services sold 13,200 DoubleLine Opportunistic Credit Fund shares in Q4 2018, an estimated $272K.
American Financial Network Advisory Services first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2017 and held it in 5 quarters.
American Financial Network Advisory Services's DoubleLine Opportunistic Credit Fund position peaked at $371K in Q3 2017.
64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2018.

Based on American Financial Network Advisory Services's 13F filing for Q4 2018, filed 7 Feb 2019.