ACS
DBL

Archford Capital Strategies’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Archford Capital Strategies’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
Q2 		– Sell
-373
Closed -$8K – 689
2018
Q1 		$8K Buy
+373
New +$8.09K ﹤0.01% 344
2017
Q1 		– Sell
-373
Closed -$8K – 713
2016
Q4 		$8K Buy
+373
New +$8.88K ﹤0.01% 387
2016
Q1 		– Sell
-373
Closed -$10K – 272
2015
Q4 		$10K Buy
+373
New +$9.33K ﹤0.01% 439

Other funds holding DBL

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Archford Capital Strategies's DBL Position: Q2 2018 in Review

Archford Capital Strategies sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2018, closing a stake of 373 shares — an estimated $8K sold.

Archford Capital Strategies first reported a position in DBL in Q4 2015 and held it in 3 quarters. The position peaked at $10K in Q4 2015. 65 funds tracked by Wall St. Rank hold DBL as of Q2 2018.

  • Archford Capital Strategies reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 373 DoubleLine Opportunistic Credit Fund shares in Q2 2018, an estimated $8K.
  • Archford Capital Strategies first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2015 and held it in 3 quarters.
  • Archford Capital Strategies's DoubleLine Opportunistic Credit Fund position peaked at $10K in Q4 2015.
  • 65 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.