AI
DBL

Atria Investments’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Atria Investments’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
2017
Q1 		– Sell
-15,392
Closed -$356K – 681
2016
Q4 		$356K Buy
15,392
+2,520
+20% +$60K 0.03% 418
2016
Q3 		$331K Sell
12,872
-1,754
-12% -$47.1K 0.03% 386
2016
Q2 		$390K Buy
14,626
+3,709
+34% +$97.7K 0.04% 319
2016
Q1 		$290K Buy
+10,917
New +$282K 0.03% 360

Other funds holding DBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Investments's DBL Position: Q1 2017 in Review

Atria Investments sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2017, closing a stake of 15,392 shares — an estimated $356K sold.

Atria Investments first reported a position in DBL in Q1 2016 and held it in 4 quarters. The position peaked at $390K in Q2 2016. 62 funds tracked by Wall St. Rank hold DBL as of Q1 2017.

  • Atria Investments reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2017 after selling out during the quarter.
  • Atria Investments sold 15,392 DoubleLine Opportunistic Credit Fund shares in Q1 2017, an estimated $356K.
  • Atria Investments first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2016 and held it in 4 quarters.
  • Atria Investments's DoubleLine Opportunistic Credit Fund position peaked at $390K in Q2 2016.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2017.

Based on Atria Investments's 13F filing for Q1 2017, filed 14 Apr 2017.