APSP
DBL

Asset Planning Services (Pennsylvania)’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-1,774
Closed -$37K – 107
2019
Q3 		$37K Buy
+1,774
New +$36.7K 0.02% 146

Other funds holding DBL

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DBL Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2019, closing a stake of 1,774 shares — an estimated $37K sold.

Asset Planning Services (Pennsylvania) first reported a position in DBL in Q3 2019 and held it in 1 quarter. The position peaked at $37K in Q3 2019. 73 funds tracked by Wall St. Rank hold DBL as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,774 DoubleLine Opportunistic Credit Fund shares in Q4 2019, an estimated $37K.
  • Asset Planning Services (Pennsylvania) first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s DoubleLine Opportunistic Credit Fund position peaked at $37K in Q3 2019.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.