BCWM
DSL

Bartlett & Co Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		– Sell
-239
Closed -$4.78K – 718
2018
Q2 		$4.78K Buy
+239
New +$4.82K ﹤0.01% 640

Other funds holding DSL

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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bartlett & Co Wealth Management's DSL Position: Q3 2018 in Review

Bartlett & Co Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2018, closing a stake of 239 shares — an estimated $4.78K sold.

Bartlett & Co Wealth Management first reported a position in DSL in Q2 2018 and held it in 1 quarter. The position peaked at $4.78K in Q2 2018. 128 funds tracked by Wall St. Rank hold DSL as of Q3 2018.

  • Bartlett & Co Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 239 DoubleLine Income Solutions Fund shares in Q3 2018, an estimated $4.78K.
  • Bartlett & Co Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q2 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's DoubleLine Income Solutions Fund position peaked at $4.78K in Q2 2018.
  • 128 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2018, filed 13 Feb 2024.