BGA
DBL

Belmont Global Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Belmont Global Advisors’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
2016
Q1 		– Sell
-12,500
Closed -$316K – 64
2015
Q4 		$316K Buy
+12,500
New +$313K 0.41% 55

Other funds holding DBL

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Belmont Global Advisors's DBL Position: Q1 2016 in Review

Belmont Global Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2016, closing a stake of 12,500 shares — an estimated $316K sold.

Belmont Global Advisors first reported a position in DBL in Q4 2015 and held it in 1 quarter. The position peaked at $316K in Q4 2015. 64 funds tracked by Wall St. Rank hold DBL as of Q1 2016.

  • Belmont Global Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2016 after selling out during the quarter.
  • Belmont Global Advisors sold 12,500 DoubleLine Opportunistic Credit Fund shares in Q1 2016, an estimated $316K.
  • Belmont Global Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2015 and held it in 1 quarter.
  • Belmont Global Advisors's DoubleLine Opportunistic Credit Fund position peaked at $316K in Q4 2015.
  • 64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2016.

Based on Belmont Global Advisors's 13F filing for Q1 2016, filed 16 May 2016.