BWM
DBL

BerganKDV Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

BerganKDV Wealth Management’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
2019
Q4 		– Sell
-533
Closed -$11K – 941
2019
Q3 		$11K Buy
533
+381
+251% +$7.89K ﹤0.01% 491
2019
Q2 		$3K Buy
+152
New +$3.1K ﹤0.01% 630

Other funds holding DBL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BerganKDV Wealth Management's DBL Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2019, closing a stake of 533 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in DBL in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 73 funds tracked by Wall St. Rank hold DBL as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 533 DoubleLine Opportunistic Credit Fund shares in Q4 2019, an estimated $11K.
  • BerganKDV Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $11K in Q3 2019.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.