AIP
DBL

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

Ameritas 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
2016
Q3 		– Sell
-952
Closed -$25K – 1236
2016
Q2 		$25K Buy
+952
New +$25.1K ﹤0.01% 1077

Other funds holding DBL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameritas Investment Partners's DBL Position: Q3 2016 in Review

Ameritas Investment Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2016, closing a stake of 952 shares — an estimated $25K sold.

Ameritas Investment Partners first reported a position in DBL in Q2 2016 and held it in 1 quarter. The position peaked at $25K in Q2 2016. 64 funds tracked by Wall St. Rank hold DBL as of Q3 2016.

  • Ameritas Investment Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2016 after selling out during the quarter.
  • Ameritas Investment Partners sold 952 DoubleLine Opportunistic Credit Fund shares in Q3 2016, an estimated $25K.
  • Ameritas Investment Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2016 and held it in 1 quarter.
  • Ameritas Investment Partners's DoubleLine Opportunistic Credit Fund position peaked at $25K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2016.

Based on Ameritas Investment Partners's 13F filing for Q3 2016, filed 15 Nov 2016.