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Bell Rock Capital’s DoubleLine Income Solutions Fund DSL Stock Holding History

Bell Rock Capital’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
2020
Q1 		– Sell
-998
Closed -$19K – 123
2019
Q4 		$19K Hold
998
– – 0.02% 280
2019
Q3 		$19K Buy
998
+7
+0.7% +$140 0.02% 264
2019
Q2 		$19K Buy
991
+22
+2% +$444 0.02% 268
2019
Q1 		$19K Sell
969
-917
-49% -$17.8K 0.01% 305
2018
Q4 		$33K Sell
1,886
-931
-33% -$17.3K 0.02% 258
2018
Q3 		$57K Hold
2,817
– – 0.03% 241
2018
Q2 		$56K Hold
2,817
– – 0.03% 247
2018
Q1 		$57K Buy
+2,817
New +$56.6K 0.03% 242

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bell Rock Capital's DSL Position: Q1 2020 in Review

Bell Rock Capital sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2020, closing a stake of 998 shares — an estimated $19K sold.

Bell Rock Capital first reported a position in DSL in Q1 2018 and held it in 8 quarters. The position peaked at $57K in Q3 2018. 160 funds tracked by Wall St. Rank hold DSL as of Q1 2020.

  • Bell Rock Capital reported no remaining DoubleLine Income Solutions Fund position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 998 DoubleLine Income Solutions Fund shares in Q1 2020, an estimated $19K.
  • Bell Rock Capital first reported a position in DoubleLine Income Solutions Fund in Q1 2018 and held it in 8 quarters.
  • Bell Rock Capital's DoubleLine Income Solutions Fund position peaked at $57K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.