BW
DSL

Boaz Weinstein’s DoubleLine Income Solutions Fund DSL Stock Holding History

Boaz Weinstein’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
2017
Q1 		– Sell
-74,514
Closed -$1.42M – 106
2016
Q4 		$1.42M Buy
+74,514
New +$1.38M 0.14% 62
2014
Q3 		– Sell
-21,422
Closed -$481K – 192
2014
Q2 		$481K Sell
21,422
-965,912
-98% -$21.3M 0.03% 178
2014
Q1 		$21M Sell
987,334
-274,098
-22% -$5.8M 1.18% 22
2013
Q4 		$26.6M Buy
1,261,432
+521,847
+71% +$10.8M 1.54% 19
2013
Q3 		$16.2M Buy
+739,585
New +$15.9M 1.35% 17

Other funds holding DSL

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boaz Weinstein's DSL Position: Q1 2017 in Review

Boaz Weinstein sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2017, closing a stake of 74,514 shares — an estimated $1.42M sold.

Boaz Weinstein first reported a position in DSL in Q3 2013 and held it in 5 quarters. The position peaked at $26.6M in Q4 2013. 122 funds tracked by Wall St. Rank hold DSL as of Q1 2017.

  • Boaz Weinstein reported no remaining DoubleLine Income Solutions Fund position as of Q1 2017 after selling out during the quarter.
  • Boaz Weinstein sold 74,514 DoubleLine Income Solutions Fund shares in Q1 2017, an estimated $1.42M.
  • Boaz Weinstein first reported a position in DoubleLine Income Solutions Fund in Q3 2013 and held it in 5 quarters.
  • Boaz Weinstein's DoubleLine Income Solutions Fund position peaked at $26.6M in Q4 2013.
  • 122 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2017.

Based on Saba Capital Management's 13F filing for Q1 2017, filed 15 May 2017.