APP
DSL

Avantax Planning Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Avantax Planning Partners’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,878
Closed -$38K – 543
2018
Q1 		$38K Buy
+1,878
New +$37.8K ﹤0.01% 578

Other funds holding DSL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Avantax Planning Partners's DSL Position: Q2 2018 in Review

Avantax Planning Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2018, closing a stake of 1,878 shares — an estimated $38K sold.

Avantax Planning Partners first reported a position in DSL in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 139 funds tracked by Wall St. Rank hold DSL as of Q2 2018.

  • Avantax Planning Partners reported no remaining DoubleLine Income Solutions Fund position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,878 DoubleLine Income Solutions Fund shares in Q2 2018, an estimated $38K.
  • Avantax Planning Partners first reported a position in DoubleLine Income Solutions Fund in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's DoubleLine Income Solutions Fund position peaked at $38K in Q1 2018.
  • 139 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.